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Julie Jurchak is an experienced financial advisor with over 28 years of experience in the industry. Julie currently works for PNC Investments in Scranton, PA and is registered to provide investment advice in Pennsylvania. Before joining PNC Investments, Julie worked for J.J.B. HILLIARD, W.L. LYONS, INC., PNC BROKERAGE CORP, and PNC SECURITIES CORP. Julie is a registered principal and has passed several securities exams, including the Series 4, Series 7, Series 12, Series 24, Series 52, Series 63, Series 65, and Series 72 exams. Julie specializes in providing financial advice to individuals, businesses, corporations, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
PA
01/01/2004 - Present
PNC Investments (SCRANTON PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
12/23/1994 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
PA
09/22/1994 - 12/23/1994
PNC SECURITIES CORP (PITTSBURGH PA)
IA
Issued 09/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2002
Series 12 - NYSE Branch Manager Examination
BC
Issued 02/20/1998
Series 4 - Registered Options Principal Examination
BC
Issued 08/07/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1987
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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