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 Pick is a financial advisor with over 30 years of experience in the industry. Julie is a registered representative and investment advisor representative, and holds the Series 7, Series 24, and Series 63 licenses. Julie is currently affiliated with Osaic Wealth, Inc. where Julie provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Julie has previously worked with Securities America, Inc., KMS Financial Services, Inc., SII Investments, Inc., AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, Franklin Financial Services Corporation, and CitiCorp Select Investments, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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2
SD
06/14/2024 - Present
Osaic Wealth, Inc. (BRANDON SD)
SD
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (BRANDON SD)
SD
11/10/2017 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Sioux Falls SD)
SD
07/15/2005 - 11/10/2017
SII INVESTMENTS, INC. (SIOUX FALLS SD)
NY
05/13/1997 - 07/22/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/13/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
TX
03/17/1993 - 05/13/1997
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NY
09/19/1989 - 03/28/1991
CITICORP SELECT INVESTMENTS, INC. (LONG ISLAND CITY NY)
IA
Issued 09/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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