Years of Experience
5-20+ Years
NEWTOWN SQUARE, PA
0 Disclosures
ADVISOR BIO
Julie Denten Kelly is an investment advisor representative who is currently registered with Logan Capital Management, Inc. Julie has over 15 years of experience in the financial services industry. Julie has held previous positions with MBSC Securities Corporation and MBSC, LLC. Julie is licensed in Pennsylvania and Illinois. Julie specializes in Portfolio Management for Individuals, Businesses, and Investment Companies, as well as Financial Planning.
SPECIALIZATIONS
SHREWSBURY, PA
28 Years Experience
1 Disclosures
ADVISOR BIO
Julie Matthews-salvo is a financial advisor with over 25 years of experience in the financial services industry. Julie has a strong background in financial planning and investment management, and is committed to providing personalized financial advice to help clients reach their goals. Julie is registered with LPL Financial LLC and is a Certified Financial Planner and Chartered Financial Consultant.
SPECIALIZATIONS
NEWTOWN, PA
22 Years Experience
0 Disclosures
ADVISOR BIO
Julie Moscow Fox is a financial advisor at UBS Financial Services Inc. based in Newtown, PA. Julie has been working in the financial services industry since 2003. Julie holds Series 3, 7, 10, 9, 24, 63, 66 licenses. Julie is also registered with FINRA and the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Julie is a member of the Philadelphia Holocaust Rememberance Foundation.
SPECIALIZATIONS
Malvern, PA
1 Years Experience
0 Disclosures
ADVISOR BIO
Julie Grace Abbate is an investment advisor representative at Vanguard Advisers, Inc. located in Malvern, PA. Julie has been in the industry for over 3 years and has been registered with the state of Pennsylvania as an Investment Advisor Representative since 2024. Julie has also passed the Series 66, Series 7TO, and SIE exams. Julie specializes in providing financial planning, portfolio management services for individuals, businesses, and pooled investment vehicles, and selection of other advisors.
SPECIALIZATIONS
MALVERN, PA
28 Years Experience
0 Disclosures
ADVISOR BIO
Julie B. Edwards has been in the financial industry since June 1997 and is currently registered with Vanguard Advisers, Inc. as a Registered Representative and Investment Advisor Representative. Julie B. Edwards holds the Series 6, 7, 63, 65 and SIE licenses. Julie B. Edwards is a Certified Financial Planner.
SPECIALIZATIONS
Malvern, PA
3 Years Experience
0 Disclosures
ADVISOR BIO
Julie Baek is an investment advisor representative at Vanguard Advisers, Inc. in Malvern, Pennsylvania. Julie has been in the industry since June 2022. Julie has passed the Series 66, Series 7TO and SIE exams.
SPECIALIZATIONS
WARRINGTON, PA
35 Years Experience
0 Disclosures
ADVISOR BIO
Julie Ann Wall is an Investment Advisor Representative associated with Ameriprise Financial Services, LLC. Julie Ann is a licensed professional with a background in the financial services industry. Julie Ann has been working in the industry since August 21, 1989 and holds multiple licenses and certifications. She is registered with the state of Pennsylvania as a Broker-Dealer and Investment Advisor Representative. Julie Ann has a strong track record of helping clients reach their financial goals.
SPECIALIZATIONS
WEST CONSHOHOCKEN, PA
28 Years Experience
0 Disclosures
ADVISOR BIO
Julie 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.
SPECIALIZATIONS
ALLENTOWN, PA
14 Years Experience
0 Disclosures
ADVISOR BIO
Julie Knight is a financial advisor registered with Janney Montgomery Scott LLC. Julie has been in the financial industry since 2010. Julie has passed the Series 66, Series 7 and SIE exams. Julie is also a Certified Financial Planner. Julie is licensed to sell securities in 44 states.
SPECIALIZATIONS
MACUNGIE, PA
27 Years Experience
0 Disclosures
ADVISOR BIO
Julie C. Shickel has over 25 years of experience in the financial services industry. Julie is a Certified Financial Planner™ professional and has a Series 7, Series 63, and Series 65 licenses. Julie is currently registered with Osaic Wealth, Inc. in Pennsylvania and New Jersey and is also registered in Delaware, Florida, Maryland, New York, Pennsylvania, and Virginia. Julie is a member of the Miller Financial Group and is also a Certified Divorce Financial Analyst. Julie provides a variety of financial services including financial planning, portfolio management, and retirement planning.
SPECIALIZATIONS