Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Seher Bickel is a financial advisor with over 25 years of experience in the financial industry. She is currently registered with LPL Financial LLC, a leading independent broker-dealer and financial advisor. Julie's experience includes working with Boenning & Scattergood, Inc., Paine Webber Incorporated, and Kidder, Peabody & Co. Incorporated. Julie holds licenses in both securities and investment advisory, demonstrating her wide-ranging expertise and commitment to serving her clients.
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.
Consulting and other non-discretionary advisory 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.
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2
PA
02/02/2023 - Present
LPL Financial LLC (WEST CONSHOHOCKEN PA)
PA
02/01/2023 - 02/06/2023
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
PA
07/31/1995 - 04/16/1997
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
NJ
01/28/1995 - 08/08/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/11/1994 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 01/17/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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