Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Olson Roth is an investment advisor representative at Monterey Private Wealth, Inc., located in Monterey, California. Julie has been in the industry since September 2018. Julie has a Series 65 license and is also a Certified Financial Planner. Julie works with a variety of clients, including individuals, high-net-worth individuals, 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
Percentage retirement plan assets under advisement
1
2
CA
11/16/2018 - Present
Monterey Private Wealth, Inc. (MONTEREY CA)
IA
Issued 05/24/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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