Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Yvonne Vanzler is a Certified Financial Planner with over 13 years of experience in the financial services industry. Julia is currently registered with F L Putnam Investment Management Co. as an Investment Advisor Representative. Julia has a broad range of experience working with individuals, corporations, and charitable organizations. Julia focuses on providing clients with comprehensive financial planning, portfolio management and 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.
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.
Portfolio monitoring and consulting
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.
Assets under advisement
1
2
MA
06/07/2023 - Present
F L Putnam Investment Management Co. (Lynnfield MA)
IA
Issued 01/18/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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