Julie Marie Distler

Current Employers

Employment History

• 04/2018 → 08/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 05/2011 → 06/2017
  Amtrust Financial
  Cleveland, OH
• 06/2017 → 04/2018
  Cetera Advisor Networks Llc
  El Segundo, CA
• 08/2021 → Present
  Lakeridge Wealth Management Llc
  Mentor, OH
• 08/2022 → Present
  Private Client Services
  Mentor, OH

Previous Registrations

• 2019-06-07 → 2022-08-03
  Cetera Wealth Services, Llc
  Mentor, OH
  Valley View, OH
• 2021-08-19 → 2021-12-31
  Lakeridge Wealth Management Llc
  Mentor, OH

Other Businesses

1) LAKERIDGE WEALTH MANAGEMENT LLC. 7470 CENTER STREET, MENTOR, OH 44060. RIA-PROVIDING INVESTMENT ADVICE AND FINANCIAL PLANNING. WORK WITH CLIETNS ON INVESTMENTS AND FINANCIAL PLANNING. 160 HRS/MO; 120 DURING TRADING HRS. 2) FIXED INSURANCE. 7470 CENTER STREET, MENTOR, OH 44060. FIXED INSURANCE WITH VARIOUS COMPANIES. PLACE LIFE, DISABILITY, LONG-TERM CARE AND FIXED ANNUITIES FOR CLIENTS. 2 HRS/MO; 2 DURING TRADING HRS. 3) NMS WEALTH MANAGEMENT. 7470 CENTER STREET, MENTOR, OH 44060. DBA FOR PRACTICE. WORK WITH CLIENTS ON INVESTMENTS AND FINANCIAL PLANNING. 160 HRS/MO; 130 DURING TRADING HRS. 4) 7470 CENTER STREET, LLC. 36101 BILLINGSLEY ROW, AVON, OH 44011. LLC TO OWN COMMERCIAL REAL ESTATE THAT IS RENTED OUT. OWNER/MEMBER, OWN AND MANAGE COMMERCIAL RENTAL PROPERTY. 1 HR/MO; 1 DURING TRADING HRS.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-06

Other Names

• Julie Marie Manning