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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 Har Chu is a financial advisor registered with Osaic Wealth, Inc. based in South Pasadena, CA. Julia has been in the industry since June 1999. Julia holds the Series 7, Series 63 and Series 65 licenses and has experience with a wide range of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Julia has previously worked with Signator Investors, Inc., Transamerica Financial Advisors, Inc. and AXA Advisors, LLC. Julia provides financial planning and investment advice to clients based on their individual needs and goals.
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.
1
2
CA
11/02/2018 - Present
Osaic Wealth, Inc. (SOUTH PASADENA CA)
CA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTH PASADENA CA)
CA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (PASADENA CA)
CA
12/10/2001 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (PASADENA CA)
NY
06/18/1999 - 12/07/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/18/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 8/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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