Julie A. Wendholt
Morgan Stanley
Financial Planner in Pearl River, NY
Address:1 Blue Hill Plz, Ste 1726
Pearl River, NY 10965
About Julie A. Wendholt
Julie Wendholt is a financial professional at Morgan Stanley located in Pearl River, New York. Julie Wendholt holds an industry securities registration subject to FINRA oversight having passed securities examinations including S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Julie Wendholt provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Julie Wendholt1 Blue Hill Plz, Ste 1726
Pearl River, NY 10965
Phone Number:
Click to Show
Website:
More Certified Financial Planners
Looking for a financial advisor located near Pearl River, New York? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.