Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Cassiani is a financial advisor with over 25 years of experience in the industry. Currently, Julie is registered with Osaic Wealth, Inc., located in Appleton, WI. Julie has been a Registered Representative and Investment Advisor Representative for many years. Julie has a strong background in financial planning, portfolio management, and pension consulting. She has worked with clients of all types, including individuals, families, businesses, and institutions. Julie is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. She is passionate about helping people understand their financial options and make informed decisions about their money. Julie is dedicated to providing her clients with the highest level of service and support.
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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WI
01/19/2024 - Present
Osaic Wealth, Inc. (APPLETON WI)
WI
01/25/2002 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (APPLETON WI)
CO
02/20/2001 - 01/23/2002
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
11/14/1997 - 02/28/2001
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 07/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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