Julie Belles

Financial Planner at Retirement Security Centers

Julie Belles is a financial planning professional currently serving as a Financial Planner at Retirement Security Centers since September 2023, where Julie holds registration with Lincoln Financial Advisors Corp for securities and investment advisory services. Prior to this role, Julie worked at Almond Valley Wealth Management from January 2021 to August 2023, holding various titles including Financial Representative, Principal Securities Registered Representative, and Financial Advisor. Julie also served as the Director of Client Care at Juliano Financial Services from July 2019 to January 2021 and gained initial experience as a Lead Server Trainer at BJ's Restaurants, Inc. from December 2012 to March 2020.

Location

Elk Grove, United States

Links


Org chart

No direct reports

Teams

This person is not in any teams


Offices


Retirement Security Centers

1 followers

Retirement Security Centers is a financial planning firm that helps in investment management, income tax planning and asset protection.


Employees

11-50

Links