Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Brendel is a financial professional with over 10 years of experience in the industry. Julie is currently registered with U.S. Bancorp Investments, Inc. and has a Series 63, Series 79 and SIE license. Julie has a strong track record of providing investment advice and financial planning services to individuals, high-net-worth individuals, corporations, and charitable organizations. Julie specializes in portfolio management, financial planning, and retirement planning.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
10/31/2012 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
BC
Issued 12/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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