Julie Keating, financial advisor Bloomfield Hills MI

Julie Keating

CRD Number: 6302667
Current Firm: Wealth Management Services, LLC

Julie Keating (CRD# 6302667) is an Investment Advisor Representative working at Wealth Management Services, LLC in Bloomfield Hills, MI and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Integrated Wealth Concepts LLC Waltham, MA May 2023 - Current < 1
Lpl Financial LLC Bloomfield Hills, MI Jun 2015 - Current 8
Wealth Management Services, LLC Bloomfield Hills, MI Jan 2015 - Current 9
Wealth Management Services, LLC Bloomfield Hills, MI Mar 2015 - Jan 2017 1
Tfg Advisors Auburn Hills, MI Sep 2009 - Mar 2015 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
S63 Uniform Securities State Law Examination Oct 2015
Contact Info for Julie N. Keating
Phone Number: 248-334-9600
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
Types of Clients
Registered States

MI

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