Resumes
Resumes
![Julie Lendman Photo 1 Julie Lendman Photo 1](/img/not-found.png)
Wealth Management Advisor
View pageLocation:
Grand Rapids, MI
Industry:
Financial Services
Work:
Tiaa
Wealth Management Advisor
Fidelity Investments Mar 1, 2015 - Dec 2017
Regional Consultant
Charles Schwab Mar 2014 - Mar 2015
Financial Consultant
Fidelity Investments May 2009 - Mar 2014
Financial Planner
Charles Schwab Jul 2006 - May 2009
Registered Representative
Wealth Management Advisor
Fidelity Investments Mar 1, 2015 - Dec 2017
Regional Consultant
Charles Schwab Mar 2014 - Mar 2015
Financial Consultant
Fidelity Investments May 2009 - Mar 2014
Financial Planner
Charles Schwab Jul 2006 - May 2009
Registered Representative
Education:
Central Michigan University 1990 - 1993
Bachelors, Communication
Bachelors, Communication
Skills:
Retirement Planning
Retirement
Mutual Funds
Wealth Management
Portfolio Management
Series 7
Investments
Investment Advisory
Investment Strategies
Series 63
Asset Allocation
Strategic Financial Planning
Series 66
Financial Advisory
Certified Retirement Planner
Retirement
Mutual Funds
Wealth Management
Portfolio Management
Series 7
Investments
Investment Advisory
Investment Strategies
Series 63
Asset Allocation
Strategic Financial Planning
Series 66
Financial Advisory
Certified Retirement Planner