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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 Batchenko is an investment advisor representative with Red Cedar Investment Management, located in Grand Rapids, MI. Julia has been in the industry for over 8 years and has experience with a range of firms. Julia holds the Series 6, 7, and 66 licenses. She specializes in portfolio management for investment companies and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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MI
10/10/2019 - Present
RED Cedar Investment Management (GRAND RAPIDS MI)
OH
10/31/2013 - 11/16/2015
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
01/12/2009 - 10/06/2011
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
OH
08/19/2008 - 12/16/2008
AMERITAS INVESTMENT CORP. (CINCINNATI OH)
BOTH
Issued 11/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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