Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Malonzo is an Investment Advisor Representative with Cassady Wealth & Retirement Planning LLC, based in Henderson, NV. Julie has been in the industry since 2022 and has a strong track record of providing financial planning and investment management services. She is registered to provide advisory services in 32 states and 2 additional states for Investment Advisor services. Julie holds the Series 66 and Series 7TO licenses, and has a history of working with both high-net-worth individuals and individuals other than high-net-worth.
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.
Helps you choose top advisors aligned with your financial 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.
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NV
11/08/2024 - Present
Cassady Wealth & Retirement Planning LLC (HENDERSON NV)
NV
08/29/2022 - 02/07/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HENDERSON NV)
BOTH
Issued 12/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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