AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JK

Juliane Kowalski

METLIFE INVESTORS DISTRIBUTION COMPANY
St. Louis, MO 63141
Some features on this profile are disabled
CRD#: 6765757
JK

Professional summary

Juliane Kowalski, who also goes by Juliane Trefcer, is a registered financial professional currently at METLIFE INVESTORS DISTRIBUTION COMPANY located in St. Louis, Missouri.

Juliane is registered as a RR (Registered Representative) and started their career in finance in 2017. Juliane has worked at 1 firm and has passed the Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Juliane Trefcer

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Juliane Kowalski's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 31, 2017 - Present

METLIFE INVESTORS DISTRIBUTION COMPANY

Office #1: 11330 Olive Boulevard Suite 600, St. Louis, MO 63141
BD
CRD#: 107622
St. Louis, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(10/31/2017)

Exams

State Security Law Exam
RR
Series 63
Date: 10/31/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/31/2017
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 8/31/2017
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MI
METLIFE INVESTORS DISTRIBUTION COMPANY
AMERICAN DISTRIBUTORS, INC. | METLIFE INVESTORS DISTRIBUTION COMPANY | GENERAL AMERICAN DISTRIBUTORS, INC.

CRD#: 107622 / SEC#: , 8-53064

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
200 Park Avenue 4th Floor, New York City, NY 10166
Mailing Address
200 Park Avenue 4th Floor, New York City, NY 10166
Phone number
(973) 355-4954
Established
Missouri since 10/03/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
METLIFE INVESTORS GROUP, LLCSHAREHOLDER
ALPHONSO-NAPOLI, GEETA MARCELILEGAL OFFICER4518655
FRADKIN, GEOFFREY ANDREWVICE PRESIDENT5473381
GOOD, JESSICA TERESECHAIRMAN OF THE BOARD OF DIRECTORS, PRESIDENT AND CEO5741973
GRUPPUSO, PETERASSISTANT VICE PRESIDENT AND CHIEF FINANCIAL OFFICER2643834
KUCHINSKY, ALEXIS NATALIECHIEF COMPLIANCE OFFICER4343809
LOPEZ, GABRIEL ADOLPHDIRECTOR AND SENIOR VICE PRESIDENT2554216
MCDERMOTT, MICHAELDIRECTOR, SENIOR VICE PRESIDENT5577809
SCHUSTER, THOMAS JAMESDIRECTOR, SENIOR VICE PRESIDENT4570334
SMITH-WALL, ANIKA AYANNA-NJERIDIRECTOR, VICE PRESIDENT7414359

Disclosures

Regulatory Event1

Red Flags

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.

Company Information

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 107622St. Louis, MO 63141

TRUST BUT VERIFY

Monitor Juliane Kowalski

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Aaron Andrew Ungerer
Aaron UngererAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Frontenac, MO
Dalton J Stockton
Dalton StocktonAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
ST. LOUIS, MO
ME
Michael EtheridgeAdvisorCheck Check Mark
CORNERSTONE WEALTH MANAGEMENT, LLC
IAR
RR
ST. PETERS, MO
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics