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Julie Heitman is a financial_advisor professional located in Red Wing, MN. They specialize in financial advisory. With over 1 years of experience, they bring deep expertise to every client.
Julie Heitman - Edward Jones holds an active professional license (FINRA CRD) for your protection.
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Julie Heitman operates as a financial advisor through Edward Jones in Red Wing, Minnesota. With one year in the financial services industry, she holds a FINRA CRD registration, which enables her to provide investment and financial guidance. Her registration number is 7167861. Edward Jones is a well-established firm offering comprehensive financial planning and investment services to individuals and families.
Julie Heitman's FINRA CRD registration indicates she is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees brokers and investment advisors. This registration means she has met baseline qualification requirements and is subject to FINRA's rules and ongoing compliance oversight. It signals she is authorized to engage in securities transactions and provide investment advice to clients under regulatory supervision.