Julie is an Resource Education Coordinator at the Waddell & Reed Oregon Market, who focuses on assisting with our technology systems, issue resolution, and is a resource to all advisors in the Market. Previously, Julie worked as an administrative assistant for Waddell & Reed, and before that, she was in the Client Services department at our Home Office located in Shawnee Mission, KS. She graduated from Johnson County Community College with a degree in Liberal Arts.
Julie acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. 07/18