Julie Finney is a highly qualified expert, who works in Cetera Advisor Networks main office of which is in 88. as a Registered Representative from 2017. This expert gained professional experience in more than six positions at various companies. Julie Finney went to the College For Financial Planning and received education from 2005 to 2006. Hunt Valley, Maryland is the city, where this expert was known to settle. The professional's e-mail and phone can be accessed through SoftwareOfficial by request.
Name variants:
Julia Finney,
Julianne Finney,
Juliet Finney
Last updated May 29, 2024
Contact Information
Last Update
Jul 7, 2022
Email
ju**@psafinancial.com
Location
Hunt Valley, MD
Company
Workplace
Registered Representative
Hinckley, OH
Industry
Business Services at Non-Commercial Site
Colleagues
Work History
Registered Representative
200 north Sepulveda Blvd SUITE 1300, El Segundo, CA 90245
from Nov 2017
Senior Wealth Manager
620 Newport Center Dr SUITE 500, Newport Beach, CA 92660
from Nov 2015
Wealth Management Advisor
11311 Mccormick Rd SUITE 500, Hunt Valley, MD 21031
Certified Financial Planner Practitioner and Wealth Management Advisor
Sep 1997 — Oct 2015
Financial Paraplanner
6230 Old Dobbin Ln SUITE 170, Columbia, MD 21045
Sep 1979 — Feb 1997
Education
Occupations
Executive
Manager
Representative
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Certified Financial Planner
Investments
Insurance
Retirement Planning
Wealth Management
FAQs about Julie Finney
What's the main profession of Julie Finney?
Julie is a Senior Wealth Manager.
What jobs is Julie Finney proficient at at?
The expert is proficient at Executive and Manager jobs.
Where does Julie Finney live?
Julie Finney lives in Hunt Valley, Maryland.
What is Julie's email?
Julie Finney's email is ju**@psafinancial.com.
How many companies did Julie Finney work at?
Julie Finney worked at six jobs.
What education does Julie Finney have?
Julie studied at the College For Financial Planning from 2005 to 2006.
What is professional industry that Julie Finney is connected to?
Julie works in Financial Services industry.
Are there any skills, that Julie Finney has?
This professional has the following skills: Certified Financial Planner, Investments, Insurance, Retirement Planning, and Wealth Management.