Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julienne? Claim Your ProfileJulienne Rich is a financial advisor with over 20 years of experience in the industry. Julienne is registered with T. Rowe Price Investment Services, Inc. and holds the Series 7, 7TO, and 63 licenses. Julienne previously worked at UMB Financial Services, Inc. for over 10 years.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
CO
10/10/2023 - Present
T. Rowe Price Investment Services, Inc. (COLORADO SPRINGS CO)
CO
07/31/2002 - 01/06/2014
UMB FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
BC
Issued 10/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/12/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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