Julie Belvedere (CRD# 2147663) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Crest Hill, IL and has over 16 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Retirement Solutions | Crest Hill, IL | Jun 2015 - Current | 8 |
| Transamerica Investors Securities Corporation | Crest Hill, IL | Jun 2015 - Current | 8 |
| Law Offices Of Joseph P Glimco Iii | Darien, IL | Aug 2013 - Current | 10 |
| Corporate Cleaning Concepts | Plainfield, IL | Dec 2010 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- IL
-
Total Assets Under Management12,680MILLIONS
-
Total Number of Accounts160,403ACCOUNTS
-
Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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