Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Louise Sharlow is an Investment Advisor Representative at Osaic Wealth, Inc. located in Maumee, Ohio. Julia has been in the financial industry since December 25, 2021. Julia is licensed to provide investment advice in Ohio. Julia holds the Series 65 and Series 7TO securities licenses. Julia's other business activities include working as an Investment Operations Specialist at Savage and Associates.
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
OH
10/31/2023 - Present
Osaic Wealth, Inc. (MAUMEE OH)
IA
Issued 10/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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