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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 Polack is a financial advisor with Monongahela Capital Management. Julia is registered as an investment advisor representative in Pennsylvania. Julia holds licenses for Series 6, Series 7 and Series 66 exams. In addition to Monongahela Capital Management, Julia previously worked at Rodgers Brothers, Inc. and Northwestern Mutual Investment Services, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
PA
03/08/2019 - Present
Monongahela Capital Management (HARMONY PA)
PA
03/08/2019 - 10/18/2023
RODGERS BROTHERS, INC. (HARMONY PA)
PA
05/19/2014 - 01/30/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)
BOTH
Issued 04/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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