Julie Pruden Sullivan

Current Employers

Employment History

• 04/2021 → Present
  Archstone Financial
  Worcester, MA
• 09/2016 → 11/2017
  Jewish Vocational Services
  Boston, MA
• 06/2008 → 04/2021
  Homemaker (Unemployed)
  Chapel Hill, NC
• 04/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2021 → 04/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 08/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: ARCHSTONE FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 04/2021; POSITION/TITLE/RELATIONSHIP: CLIENT SERVICES MANAGER; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: MEETING PREPS, PROCESS MEETING NOTES/TASKS, PROCESS/SAVE COPY TALK NOTES, BOOK CLIENT APPOINTMENTS, RESPOND TO CLIENT EMAILS/CALLS, CREATE NEW ACCOUNTS, PROCESS INCOMING MAIL, CREATE NEW CLIENTS/HOUSEHOLDS, DEPOSIT AND PROCESS CHECKS/RETAIN CK COPIES, KEEP COMPLIANCE LOGS/UPLOAD, HELP RENEW INSURANCE LICENSES, KEEP ANNUAL CLIENT CONTACT FORMS UP TO DATE, ATTACH NOTES AND CT TO HOUSEHOLDS SAVE MEETING NOTES IN DOCUPACE, RETRIEVE GARY'S VOICEMAILS ORDER OFFICE SUPPLIES, SEND OUT FP INVOICES, PROCESS MONEY MOVEMENT AND OTHER TASKS ASSIGNED TO ME;

Exams

• S66 Uniform Combined State Law Examination
  2024-08-12

Other Names

• Julie Kathryn Pruden