Julie Esther Takkunen

Current Employers

Employment History

• 09/2018 → 06/2022
  Raymond James Financial Services, Inc.
  Hibbing, MN
• 09/2005 → Present
  Crescendo Orchestra
  Hibbing, MN
• 01/2020 → 06/2022
  Raymond James Financial Services Advisors, Inc.
  Hibbing, MN
• 07/2022 → 06/2024
  Securities America, Inc
  Hibbing, MN
• 07/2022 → 06/2024
  Securities America Advisors
  Hibbing, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Hibbing, MN

Previous Registrations

• 2022-07-06 → 2024-06-14
  Securities America Advisors, Inc.
  Hibbing, MN
  Hibbing, MN
• 2020-01-22 → 2022-04-20
  Raymond James Financial Services Advisors, Inc
  Hibbing, MN

Other Businesses

1. DBA - Counterpoint Financial LLC 2. AMERICAN ASSOCIATION OF UNIVERSITY WOMEN POSITION: Co-Treasurer NATURE: Co-treasurer chairperson local chapter of American Association of University Women INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 3320 1st Ave, Hibbing MN 55746 DESCRIPTION: Entering data into the computer. 3. COUNTERPOINT FINANCIAL POSITION: Advisor NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 06/30/2022 ADDRESS: 214 E Howard St. Ste 4, Hibbing MN 55746 DESCRIPTION: Advise my clients with various products associated with SAA. 4. FREALING POSITION: Owner NATURE: LLC formed to provide rejuvenating music in participatory events. The business is designed to promote health and wellness and also provide education regarding frequencies. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2025 ADDRESS: 712 E 24th St, Hibbing MN 55746, United States DESCRIPTION: Writing music, creating content for the Facebook page to provide education in matters regarding frequencies. 5. CRESCENDO YOUTH ORCHESTRA POSITION: Director/Teacher/Executive Director NATURE: Non-profit 501(c)3 with a mission to teach string instruments to youth ages 8-18. It works in partnership with the school district and community Education so we use public buildings for the rehearsals. Lessons are typically in the schools or in the studio. I have no financial advisory power on the board and we do not manage any investments. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/05/2005 ADDRESS: PO Box 73, Hibbing MN 55746, United States DESCRIPTION: Teaching individual lessons and directing youth ensembles after market hours and managing the volunteers, assisting with the teams that run various activities including fieldtrips, concerts, and community engagement.

Exams

• S66 Uniform Combined State Law Examination
  2020-01-17

Other Names

• Julie Esther Stein
• Julie E Stein
• Julie E Cook
• Julie Esther Cook