1st National Investment Services

 

About 1st National Investment Services

Julie Gurkowski, Registered Representative

As a Registered Representative, I can provide you with personalized investment solutions. It’s important for me to understand your savings goals and to ensure you are comfortable with your investment decisions. No matter what you are saving for—college, home purchase, retirement, wedding, etc.—I’m available to help you find solutions to achieve your goals.

I have an Associate’s Degree in Marketing. As a Registered Representative, I also hold my Series 6, 7 and 63 registrations as well as life and variable annuity license.

Outside of work, I volunteer at the Berlin Conservation Club and at other community events, including being a Guest Chef at the Berlin Senior Center.


Karina Rodman, Investment Services Associate

You have dreams and goals.  As an Investment Services Associate, I can help you achieve them.  I’m here to listen to your needs and help you find appropriate solutions for them.  Whether you are planning for a college education or saving for your golden years, I can help you get there.

Licensed in Life Insurance and Health and Disability Insurance, I can help you protect what matters to you most.  We have access to a variety of companies to obtain quotes from multiple insurance providers.

If you or a family member are furthering your education, we can work together to apply for financial aid.  I will assist you in applying for the Free Application for Federal Student Aid (FAFSA).  The FAFSA may feel like an overwhelming process when applying for college, but I can help with your application.  While assisting you in completing the FAFSA is my main goal, I can help identify scholarship opportunities as well.

Many opportunities await you, and I want to help guide you to financial success.


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Disclaimers & Important Information

Securities and insurance products are offered by Cetera Investment Services LLC, member FINRA/SIPC.  Advisory services are offered through Cetera Investment Advisers LLC.  Neither firm is affiliated with the financial institution where investment services are offered.  Advisory services may only be offered by Investment Adviser Representatives.  Click to view Cetera Investment Services' Privacy Policy and other Important Information.

Investments are * Not FDIC insured *May lose value *Not bank guaranteed *Not a deposit * Not insured by any federal government agency.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states.  Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements.  The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.

Check the background of our Investment Professionals on FINRA’s BrokerCheck

 

140 W. Huron Street | PO Box 111 | Berlin, WI 54923

920-361-7776 | 855-876-1500