Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ann Grey is a financial advisor with Tradition Wealth Management LLC. Julie has been in the industry since 1997. Julie is registered with the state of Minnesota and is also registered in Arizona. Julie has earned the Chartered Financial Analyst designation. Julie specializes in providing financial planning, investment management, and selection of other advisors. Julie works out of the Edina, Minnesota office of Tradition Wealth Management LLC.
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.
1031 exchange 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.
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MN
08/02/2023 - Present
Tradition Wealth Management LLC (EDINA MN)
Active
Inactive
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