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Margaret Anne Julian

Conning Investment Products, Inc.

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About Margaret Anne Julian

Margaret Anne Julian is a financial professional with over 10 years of experience in the industry. Margaret currently works at Conning Investment Products, Inc., a firm with a focus on insurance companies and corporations. Previously, Margaret has held positions at Amerprise Financial Services, Inc. and Columbia Management Investment Distributors, Inc. Margaret is licensed in multiple states and holds Series 6, 7, 24, 26, 63 and SIE licenses. Margaret specializes in portfolio management for businesses and has a demonstrated track record of success in this area.

Firm Information

Margaret Julian is currently registered with Conning Investment Products, Inc.. Conning Investment Products, Inc. is a corporation headquartered in HARTFORD, CT, and was formed in 2002-02-13. They specialize in portfolio management for businesses and have over $486,460,862 in regulatory assets under management, primarily from insurance companies. The firm is registered with the SEC and in nine states. They have a website, LinkedIn page, Twitter account, and YouTube channel.
Conning Investment Products, Inc.

ONE FINANCIAL PLAZA

HARTFORD, CT 06103

$486.46M

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Margaret Julian’s Registration & Firm History

NY

03/04/2016 - Present

Conning Investment Products, Inc. (New York NY)

MN

05/27/2010 - 06/01/2010

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

IL

05/01/2010 - 06/01/2010

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (CHICAGO IL)

IL

11/10/2008 - 05/01/2010

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 04/05/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/17/2016

Series 24 - General Securities Principal Examination

BC

Issued 12/04/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2016

Series 7 - General Securities Representative Examination

BC

Issued 11/06/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Anne Julian.
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