Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julz? Claim Your ProfileJulz Schwingler is a financial advisor with over 28 years of experience in the industry. Julz is a Certified Financial Planner and a Chartered Financial Analyst. Julz currently works for City National Rochdale, an investment advisor with more than $50 billion in assets under management. Julz is registered in 27 states and provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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
MN
09/16/2015 - Present
City National Rochdale (Orono MN)
OH
11/15/2012 - 09/24/2015
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NY
10/23/2006 - 06/26/2012
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
MA
03/19/2004 - 10/23/2006
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
NY
02/07/2000 - 03/11/2004
DREYFUS SERVICE CORPORATION (NEW YORK NY)
MA
12/16/1998 - 12/20/1999
VISTA FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
01/25/1994 - 11/17/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 08/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Julz Schwingler is the right advisor for you? Invested Better is here to help.
