Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Naji is a financial advisor with over 30 years of experience. Julie is currently registered with Osaic Wealth, Inc., a firm that specializes in providing financial advice to individuals, families, and businesses. Julie offers a range of services, including financial planning, portfolio management, and insurance. She is committed to helping clients achieve their financial goals and has a proven track record of success. Prior to joining Osaic Wealth, Inc., Julie was a financial advisor with Securities America Advisors and VOYA Financial Advisors. Julie is dedicated to providing her clients with personalized financial advice and guidance.
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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MO
06/14/2024 - Present
Osaic Wealth, Inc. (KINGSVILLE MO)
MO
06/30/2020 - 06/14/2024
SECURITIES AMERICA, INC. (KINGSVILLE MO)
MO
04/03/2000 - 07/17/2020
VOYA FINANCIAL ADVISORS, INC. (KINGSVILLE MO)
MA
05/20/1993 - 05/05/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
05/20/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 09/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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