Julie Ann Belles

Current Employers

Employment History

• 12/2012 → 03/2020
  Bjs Restaurant Brewhouse
  Elk Grove, CA
• 07/2019 → 07/2020
  Juliano Financial Services
  Elk Grove, CA
• 07/2020 → 12/2022
  Principal Securities Inc
  Elk Grove, CA
• 07/2020 → 12/2020
  Juliano Financial Services
  Elk Grove, CA
• 12/2020 → 09/2023
  Almond Valley Wealth Management
  Elk Grove, CA
• 01/2021 → 12/2022
  Principal Life Insurance Company
  Elk Grove, CA
• 09/2023 → Present
  Lincoln Financial Adviosrs
  Sacramento, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Sacramento, CA

Previous Registrations

• 2023-09-11 → 2025-01-24
  Osaic Fa, Inc.
  Sacramento, CA
• 2020-12-02 → 2023-09-05
  Principal Securities, Inc.
  Elk Grove, CA
  Elk Grove, CA

Other Businesses

1. JULIE BELLES 8880 CAL CENTER DR. STE. 220 SACRAMENTO, CA 95826 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS, SUCH AS FIXED AND INDEXED ANNUITIES, ACCIDENT, HEALTH, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 1/3/24 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0. 2. JULIE BELLES - RSC POSITION: Salaried Financial Advisor under Lori Carden NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2025 ADDRESS: 8880 Cal Center Dr. Suite 220, Sacramento CA 95826, United States DESCRIPTION: I provide support to lead advisor, Lori Carden, and her clients. 3. WOMEN IN INSURANCE & FINANCIAL SERVICES POSITION: Board Member NATURE: This organization supports women in insurance and financial services industry through a network and mission of attraction, development, and advancement. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: 9171 Lakemont Dr., Elk Grove CA 95624, United States DESCRIPTION: Connect local chapter members via email and social media. Participate in board meetings and attend in person events/national conference. 4. JULIE BELLES POSITION: Agent NATURE: I intend to conduct non-variable insurance and non-variable annuity sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2024 ADDRESS: 8880 Cal Center Dr. Suite 220, Sacramento CA 95826, United States DESCRIPTION: I intend to conduct non-variable insurance and non-variable annuity sales.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-30

Other Names

• Julie Ann Gawthorpe
• Julie Belles