Julie Annette Belvedere

Employer firm

Transamerica Retirement Advisors, LLC CRD 107319

$18.8B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → Present
  Law Offices Of Joseph P Glimco Iii
  Darien, IL
• 06/2015 → Present
  Transamerica Retirement Solutions
  Crest Hill, IL
• 06/2015 → Present
  Transamerica Investors Securities Corporation
  Crest Hill, IL

Previous Registrations

• 2007-11-26 → 2013-08-02
  Msi Financial Services, Inc.
  St. Louis, MO
  Milwaukee, WI
  St. Louis, MO
  Crest Hill, IL
  Chicago, IL
  St. Louis, MO

Other Businesses

DOING BUSINESS AS PRESTIGE BUSINESS SERVICES PROVIDING CLEANING/ADMINISTRATIVE/OFFICE SERVICES TO BUSINESSES. PART TIME WORK AT KOHLS.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-17

Other Names

• Julie Annette Ondreja