Julie Lynn Carr

Current Employers

Employment History

• 02/1996 → Present
  Michel Tax Service
  Baldwinsville, NY
• 02/2011 → Present
  Mutual Of Omaha
  Syracuse, NY
• 01/2012 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 02/2012 → 09/2019
  Legend Advisory Corporation
  Palm Beach Gardens, FL
• 01/2017 → Present
  Lincoln Investment
  Baldwinsville, NY

Other Businesses

MICHEL TAX & ACCOUNTING SERVICE POSITION: I am vice president of Michel tax & accounting service NATURE: TAX PREPARATION INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 3 START DATE: 02/01/1996 ADDRESS: 32 OSWEGO STREET, BALDWINSVILLE NY 13027, United States DESCRIPTION: I am office manager, make sure day to day activities are completed by all employees, and prepare income tax returns. RENTAL PROPERTY POSITION: I own a 2 family rental dwelling in Syracuse, that I rent. This is a residential rental. NATURE: Rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2004 ADDRESS: 317 Cayuga Street, Syracuse NY 13204, United States DESCRIPTION: It is a rental property. I deposit rent checks once a month FUTURITY FIRST INSURANCE GROUP POSITION: SALES REPRESENTATIVE NATURE: LIFE INSURANCE SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 08/15/2024 ADDRESS: 8420 WEST DODGE ROAD, STE 510, OMAHA NE 68114, United States DESCRIPTION: SELLING LIFE INSURANCE TO INDIVIDUALS

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-01-26

Other Names

• Julie Lynn Wollaber