Julie Veltus
Employee Benefits and Financial Services
- Role
- Financial Advisor at WestPoint Financial Group
- Location
- Racine, WI, US
- LinkedIn followers
- 500 followers
About Julie Veltus
Preparing for that next step in life isn\'t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you\'re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.https://financialprofessionals.massmutual.com/julie-a-veltus
Experience
Financial Advisor
Aug 2019 — Present · Mount Pleasant, WI, US
Education
Dearborn - A Kaplan Professional Company Chicago, IL
Property & Casualty Insurance
2000 — 2000
The American College of Financial Services
Chartered Special Needs Consultant
2013 — 2015
The American College of Financial Services
Financial Service Specialist
2006 — 2012
FINRA
FINRA Series 65 License - Registered Investment Adviser
2004 — 2004
The American College of Financial Services
Life Underwriters Training Council
1998 — 2002
NAIFA Wisconsin
Comprehensive LTC Seminar & Wisconsin Medicaid Training
2008 — 2008
University of Wisconsin-Parkside
Bachelor of Business Administration (B.B.A.), Business Administration and Finance
1982 — 1989
FINRA
FINRA Series 63 License - Uniform Securities Agent State Law Examination
2004 — 2004
Kaplan University
Variable Life & Variable Annuity License
2010 — 2010
FINRA
FINRA Series 6 License - Securities License
2004 — 2004
Gateway Technical College Kenosha, WI
Life, Accident & Health Insurance
1997 — 1997
Skills
- Employee Benefits
- Succession Planning
- 401k Rollovers
- Long Term Disability Insurance
- Special Needs Trusts
- Small Business
- Voluntary Employee Benefits
- Series 6
- Healthcare
- Insurance
- Business Continuity Planning
- Personal Financial Planning
- Long Term Care Insurance
- Professional Indemnity Insurance
- Sep Ira
- Series 63
- Retirement Planning
- Registered Investment Advisor
- Licensed Property & Casualty Insurance Agent
- Nonprofits
- Disability Insurance
- Fixed Annuities
- Special Needs
- Business Owner Planning
- 401(K) Retirement Savings Plans
- Licensed Life & Health Insurance Agent
- Financial Planning
- Vision Insurance
- Simple Ira
- Dental Insurance
- Life & Health Insurance Licenses
- Life Insurance
- Finance
- Medicare Advantage
- Women Owned Business
- Series 65
- Separately Managed Accounts
- 401k
- Medicare
- Health
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.