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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Peloso-barnes is an investment advisor representative with Insight Advisors, LLC. Julia has been in the industry since 1984 and has experience in providing financial planning, portfolio management for individuals, and selection of other advisers. Julia also has experience in the areas of pension consulting. Julia's current registration is with the states of New York and Pennsylvania. Previously, Julia was registered with MORGAN STANLEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Helps you choose top advisors aligned with your financial goals.
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
NY
10/09/2020 - Present
Insight Advisors, LLC (White Plains NY)
NY
07/28/2011 - 10/20/2020
MORGAN STANLEY (PURCHASE NY)
NY
05/07/1992 - 08/02/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
NJ
04/27/1984 - 02/25/1992
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 06/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1992
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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