Julia
Sosonkina
Podell Financial Group LLC
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About this Advisor
Julia Sosonkina is a financial advisor based in Los Angeles, California, working with Podell Financial Group LLC. Julia has previously held positions at Ameriprise Financial, Nylife Securities LLC, New York Life Insurance Co, Consultant At Self, Ihss, H&R Block, Nick Nacks R Us, Pacific Life Insurance, Riversource Life Insurance Co, In Home Support Services, Eagle Strategies LLC, and Podell Financial Group LLC. Julia has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Julia is part of Podell Financial Group LLC, which operates out of Los Angeles, California. The firm has 5 employees and manages assets totaling $140.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Podell Financial Group LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Podell Financial Group LLC Brokerage Details
$140,623,000
5
473
$297,300
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Julia Sosonkina Work History
Podell Financial Group LLC
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Co
Consultant At Self
Ameriprise Financial
Pacific Life Insurance
Riversource Life Insurance Co
H&R Block
Nick Nacks R Us
Ihss
In Home Support Services
Disclosures
Please visit the SEC profile of Julia Sosonkina to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Podell Financial Group LLC
Fairfield, NJ
Fairfield, NJ
Fairfield, NJ
Los Angeles, CA
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