Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Patterson-d'angelo is a financial advisor at Osaic Wealth, Inc. with over 20 years of experience in the industry. Julie has a wide range of expertise, including financial planning, portfolio management for businesses and individuals, and pension consulting. Julie holds the Series 6, 7, 24, 26, 52TO, and 66 securities licenses, as well as the SIE. Julie is also registered with the state of Massachusetts. Julie has a strong commitment to providing her clients with personalized advice and guidance to help them achieve their financial 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.
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
MA
11/02/2018 - Present
Osaic Wealth, Inc. (NEEDHAM HEIGHTS MA)
MA
04/03/2002 - 11/02/2018
SIGNATOR INVESTORS, INC. (NEEDHAM HEIGHTS MA)
BOTH
Issued 04/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2018
Series 24 - General Securities Principal Examination
BC
Issued 07/11/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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