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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 Donaruma is a financial advisor at Osaic Wealth, Inc. Julie has been working in the financial services industry since 2015. Julie holds Series 6, 63 and 65 licenses. Julie also holds the SIE license. Julie has experience working with individuals, high net worth individuals, charitable organizations, corporations and businesses, and pension and profit sharing plans. Julie also has experience with financial planning, educational seminars, portfolio management and selection of other advisors. Julie is currently registered as a registered representative with FINRA, and is an investment advisor representative with the State of California and Massachusetts.
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
10/11/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (NEEDHAM HEIGHTS MA)
MA
03/14/2016 - 08/15/2016
TRIAD ADVISORS, INC. (FRAMINGHAM MA)
MA
05/01/2015 - 04/19/2016
SIGNATOR INVESTORS, INC. (NEEDHAM HEIGHTS MA)
IA
Issued 03/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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