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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ann Purcell is an Investment Advisor Representative with Wissahickon Wealth Management LLC. Julie has been in the industry for 10 years. She has a Series 65 license. Julie works primarily with individuals and high-net-worth individuals. Wissahickon Wealth Management LLC provides financial planning and portfolio management services. Julie is registered in Delaware and Pennsylvania. In addition to her advisory services, she is also an Office Manager for Vistar Media, a software company.
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.
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
10/03/2017 - Present
Wissahickon Wealth Management LLC (PHILADELPHIA PA)
IA
Issued 08/28/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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