Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Esoldi is a financial professional with experience in the financial services industry. Julia holds Series 7TO, Series 63, and SIE licenses, and is registered with the Financial Industry Regulatory Authority (FINRA) and in 42 states. Julia is currently employed by Northwestern Mutual Investment Services, LLC. Previously, Julia was employed by Goldman Sachs & Co. LLC. Julia's current employment registration began on 11/9/2023.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NY
11/09/2023 - Present
Northwestern Mutual Investment Services, LLC (Albany NY)
NY
06/14/2022 - 09/20/2023
GOLDMAN SACHS & CO. LLC (COHOES NY)
BC
Issued 08/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Julia Esoldi is the right advisor for you? Invested Better is here to help.
