Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Marie Galioto is a financial advisor based in Cincinnati, OH, with over 7 years of experience in the industry. Julia is currently registered with Wealth Enhancement Advisory Services, LLC in both Ohio and Minnesota, and is a Registered Representative. Previously, Julia has worked at both Purshe Kaplan Sterling Investments and Morgan Stanley, where she gained valuable experience in the industry. Julia's expertise includes working with clients in the fields of financial planning, portfolio management, and pension consulting.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
OH
10/11/2024 - Present
Wealth Enhancement Advisory Services, LLC (CINCINNATI OH)
OH
05/01/2018 - 12/31/2021
PURSHE KAPLAN STERLING INVESTMENTS (Cincinnati OH)
OH
10/24/2016 - 09/06/2017
MORGAN STANLEY (CINCINNATI OH)
BOTH
Issued 07/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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