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 Mochan is a registered Investment Advisor Representative with The Pacific Financial Group, Inc. located in Bellevue, Washington. Julie is a highly experienced professional in the financial services industry, having been registered with the Securities and Exchange Commission for over 20 years. Prior to joining The Pacific Financial Group, Inc., Julie worked with several firms in New York and Pennsylvania including Hazard & Siegel, Inc., Questa Capital Corporation and Securities America, Inc. Julie's extensive experience, paired with her dedication to providing exceptional client service, allows her to build strong relationships with clients and provide them with the personalized financial guidance they need to achieve their 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.
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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WA
10/23/2018 - Present
THE Pacific Financial Group, Inc. (BELLEVUE WA)
NY
08/31/2007 - 07/06/2015
HAZARD & SIEGEL, INC. (DEWITT NY)
PA
03/09/2007 - 07/16/2007
QUESTAR CAPITAL CORPORATION (STATE COLLEGE PA)
PA
12/02/2005 - 03/26/2007
SECURITIES AMERICA, INC. (STATE COLLEGE PA)
PA
08/23/2004 - 12/13/2005
PNC INVESTMENTS (PITTSBURGH PA)
MD
11/18/2003 - 08/04/2004
M&T SECURITIES, INC. (BALTIMORE MD)
KY
04/21/2003 - 11/17/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NY
02/10/2000 - 02/11/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 04/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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