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Julia Alderson

Osaic Institutions, Inc.

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About Julia Alderson

Julia Alderson is a financial advisor with Osaic Institutions, Inc. in Kilmarnock, VA. Julia is registered with both FINRA and the state of Virginia as a registered representative (RR) and investment advisor representative (IAR). Julia offers a range of financial services, including financial planning, investment management, and retirement planning. Julia has been in the financial industry for over eight years. Before joining Osaic Institutions, Inc., Julia was a financial consultant at Chesapeake Wealth Management, where she helped clients with account management of trust and managed investment accounts. Julia is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Julia Alderson is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation services for other advisers

Solicitation services for other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julia Alderson’s Registration & Firm History

VA

05/24/2022 - Present

Osaic Institutions, Inc. (KILMARNOCK VA)

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Licenses & Designations

BOTH

Issued 05/23/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/25/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julia Alderson.
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