Julie Gebert
Supervision @LPL Financial
Scottsdale, AZ, US
EMAILS
j••••••••@lpl.com
MOBILE NUMBERS
+16•••••••58
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WORK HISTORY
May 2022 — Present
Supervision @LPL Financial
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SKILLS
Wealth ManagementSecurities401kUniform Combined State LawFinancial AdvisoryFinraMutual FundsFinancial ServicesInvestmentsInvestment ManagementEstate PlanningRetirementSecurities RegulationRetirement PlanningEtfsComplianceSeries 65Series 63Investment AdvisorySeries 24Alternative Investments
ABOUT JULIE GEBERT
A skilled financial services industry executive with 30 years’ experience including…
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