Julia PetersenCRD Number: 6242745
Current Firm: Securian Financial Services, Inc.
Julia Petersen (CRD# 6242745) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Omaha, NE and has over 3 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Renaissance Financial||Omaha, NE||Nov 2013 - Current||3|
|Securian Financial Services Inc.||St. Paul, MN||Nov 2013 - Current||3|
|Minnesota Life||St. Paul, MN||Nov 2013 - Current||3|
|Securian Financial Services Inc.||St. Paul, MN||Aug 2013 - Nov 2013||< 1|
|H&h Chevrolet||Omaha, NE||Aug 2010 - Nov 2013||3|
|Bob Stone Fwy Auto||The Dalles, OR||Apr 2000 - Jun 2010||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV