Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jullianne? Claim Your ProfileJullianne Chapman is a financial professional with experience in the financial services industry. She is currently registered with Northwestern Mutual Investment Services, LLC in Dallas, TX. Jullianne previously held positions with FIRST COMMAND BROKERAGE SERVICES, INC., AMERIPRISE FINANCIAL SERVICES, LLC, ROYAL ALLIANCE ASSOCIATES, INC., and INVEST FINANCIAL CORPORATION. She has passed the Series 6, SIE, and Series 63 exams, and has been licensed in Louisiana and Texas. Jullianne specializes in working with individuals, and provides investment research and referrals to other advisors.
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.
Investment research; referrals to other advisers
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.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
TX
08/08/2024 - Present
Northwestern Mutual Investment Services, LLC (DALLAS TX)
LA
11/10/2023 - 06/27/2024
FIRST COMMAND BROKERAGE SERVICES, INC. (Bossier City LA)
LA
10/16/2018 - 07/05/2023
AMERIPRISE FINANCIAL SERVICES, LLC (SHREVEPORT LA)
LA
11/20/2017 - 10/02/2018
ROYAL ALLIANCE ASSOCIATES, INC. (SHREVEPORT LA)
LA
06/08/2017 - 11/22/2017
INVEST FINANCIAL CORPORATION (SHREVEPORT LA)
BC
Issued 07/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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