Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Rebecca Hurd is an investment advisor representative at Apella Wealth, a registered investment advisor based in West Hartford, Connecticut. Julie has been in the financial services industry since 1999 and has a background in finance and real estate. Julie is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 65 license. Julie specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Fee for financial planning services. fees for technology.
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CT
05/03/2024 - Present
Apella Wealth (WEST HARTFORD CT)
IA
Issued 01/25/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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