Julie Ann Katynski
Professional Summary
Julie Ann Katynski, who also goes by Julie A Galloway, Julie Galloway Katynski, was a registered financial advisor. Julie was a previously registered financial professional and started their career in finance 1999 - 2017. Julie had worked at 1 firm and has passed the Series 63, SIE, Series 6 and Series 28 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Julie A Galloway, Julie Galloway Katynski
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
ADVANCE CAPITAL SERVICES, INC.
Contact Information
Established
Michigan since 08/05/1986Firm Type
CorporationFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ADVANCE CAPITAL GROUP, INC. | HOLDING COMPANY | — |
| CAPPELLI, ROBERT JOSEPH | DIRECTOR | 1633880 |
| HARKLEROAD, KATHY JO | VICE PRESIDENT, CCO, SECTY. | 2128508 |
| KATYNSKI, JULIE ANN | VICE PRESIDENT-FINANCE, ASST. SECTY. | 2610072 |
| RATHKA, RAYMOND AUGUST | DIRECTOR | 1633889 |
| SHOEMAKER, JOHN CALVIN | DIRECTOR | 1633885 |
| THEISEN, JOSEPH ROBERT | PRESIDENT | 4275238 |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 1999About the Series 6 examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Apr 2004About the Series 28 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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