Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Mae Permutt is a financial advisor with Planmember Securities Corp. Julie has been in the financial services industry since 1999 and has worked at a variety of firms in the industry. Julie is registered to provide financial advice in all 50 states and the District of Columbia. Julie is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Julie specializes in providing financial planning, portfolio management and investment supervisory services for individuals, businesses, charitable organizations and pension and profit sharing plans.
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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
02/01/2021 - Present
Planmember Securities Corp. (IRVINGTON NY)
NY
07/13/2001 - 01/24/2011
SCARBOROUGH SECURITIES CORPORATION (IRVINGTON NY)
MN
09/25/1998 - 05/31/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 11/05/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Julie Permutt is the right advisor for you? Invested Better is here to help.
