Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Bialek is a Certified Financial Planner and an Investment Advisor Representative registered with the state of New York. Julia has been working in the financial services industry since 2016 and is currently employed by Bakeravenue. Julia specializes in providing financial planning and portfolio management services to individuals, high net worth individuals, corporations, charitable organizations, and other businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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NY
12/18/2021 - Present
Bakeravenue (New York NY)
IA
Issued 12/18/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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