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Julie Ann Belles

Osaic Wealth, Inc.

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About Julie Ann Belles

Julie Belles is a financial advisor with over 3 years of experience in the industry. She has a Series 7, Series 66, and SIE license and has worked for both Principal Securities, Inc. and Osaic Wealth, Inc. Julie is registered in the state of California and specializes in various areas including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Julie is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Julie Belles is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julie Belles’s Registration & Firm History

CA

01/24/2025 - Present

Osaic Wealth, Inc. (SACRAMENTO CA)

CA

09/08/2020 - 09/05/2023

PRINCIPAL SECURITIES, INC. (Elk Grove CA)

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Licenses & Designations

BOTH

Issued 11/30/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/08/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/11/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Ann Belles.
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