Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Conway is an investment advisor representative with Osaic Wealth, Inc., with a strong background in the financial services industry, spanning over 28 years. Julie has been licensed as a registered representative since 1994 and also holds an investment adviser representative license. Julie's commitment to providing personalized and comprehensive financial advice is reflected in her diverse experience, working with clients in various financial areas. As a licensed insurance agent, Julie offers clients long-term care, life, health, and fixed annuity insurance coverage. Julie's extensive experience and dedication to client success make her a valuable resource for individuals seeking a trusted financial advisor.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
11/03/2023 - Present
Osaic Wealth, Inc. (FEASTERVILLE PA)
PA
12/06/2001 - 11/03/2023
FSC SECURITIES CORPORATION (FEASTERVILLE PA)
CA
11/25/1996 - 12/31/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
12/02/1994 - 11/14/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
12/02/1994 - 11/14/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 08/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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