Julie
Haltiwanger
Janney Montgomery Scott LLC
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About this Advisor
Julie Haltiwanger is a financial advisor based in Columbia, South Carolina, working with Janney Montgomery Scott LLC. Julie has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Janney Montgomery Scott LLC. Julie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina and Texas. Currently, Julie is part of Janney Montgomery Scott LLC, which operates out of Columbia, South Carolina. The firm has 130 offices and 2,295 employees. The firm manages assets totaling $85.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Janney Montgomery Scott LLC includes asset-based, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Janney Montgomery Scott LLC Brokerage Details
$85,895,170,425
2,295
226,034
$380,010
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Julie Haltiwanger Work History
Janney Montgomery Scott LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Julie Haltiwanger 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 Janney Montgomery Scott LLC
New Haven, CT
Fairfield, CT
Raleigh, NC
Harrisonburg, VA
Philadelphia, PA
Cockeysville, MD
Sewickley, PA
Towson, MD
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
