Julie Wendholt is a CFP-designated registered investment advisor, based in Port Jefferson, NY, with 12 years of industry experience.
Location
1303 Main St, Port Jefferson, NY, 11777
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie co-owns 672 Elm St LLC, is a general board member for Wendholt, and works as an AFA for William Munn's practice. She also serves on the finance committee for Elmwood Playhouse, dedicating minimal time to this role.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations12 states
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