Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Brufke Wenger has been in the financial services industry since 1998 and is currently a registered representative with Osaic Wealth, Inc. Julia has a broad range of experience in providing financial advice to individuals and families. Her expertise includes financial planning, investment management, retirement planning, and insurance planning. She holds several professional designations, including Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), and is committed to providing her clients with the highest level of service and support.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
11/02/2018 - Present
Osaic Wealth, Inc. (PHOENIXVILLE PA)
PA
09/19/2008 - 11/02/2018
SIGNATOR INVESTORS, INC. (PHOENIXVILLE PA)
PA
03/24/2000 - 09/22/2008
CAPITAL ANALYSTS, INCORPORATED (PHOENIXVILLE PA)
NJ
01/04/1999 - 03/28/2000
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
RI
09/09/1998 - 01/04/1999
CPA ADVISORS NETWORK, INC. (PROVIDENCE RI)
TX
08/17/1998 - 09/23/1998
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 02/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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