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 Penwell is a Certified Financial Planner™ and Investment Advisor Representative with Wealthspire Advisors. Julia has been working in the financial industry since 2017 and has experience providing financial planning and portfolio management services to individuals and families. Julia holds a Washington State Investment Advisor Representative license and is currently registered with Wealthspire Advisors. Julia's background includes working with clients of all ages and stages of life, and she is passionate about helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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WA
08/30/2024 - Present
Wealthspire Advisors (Seattle WA)
Active
Inactive
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