Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Marie Flugel is a financial advisor who has been in the industry since 1998. She is currently registered with Janney Montgomery Scott LLC, and has previously worked with Morgan Stanley, Citigroup Global Markets Inc., Cantor Fitzgerald & Co., Advest, Inc., and Lehman Brothers Inc. Julie holds Series 63 and 65 licenses and is a Certified Financial Planner. Julie is registered to provide financial advice in 26 states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
09/28/2022 - Present
Janney Montgomery Scott LLC (Bethlehem PA)
PA
09/28/2009 - 04/25/2013
MORGAN STANLEY (ALLENTOWN PA)
PA
01/28/2005 - 09/28/2009
CITIGROUP GLOBAL MARKETS INC. (ALLENTOWN PA)
NY
02/23/2004 - 01/03/2005
CANTOR FITZGERALD & CO. (NEW YORK NY)
CT
06/25/2003 - 03/15/2004
ADVEST, INC. (HARTFORD CT)
NY
04/22/1998 - 06/30/2003
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 02/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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