Julie Lobaza (CRD# 7024766) is an Investment Advisor Representative working at Rochester Wealth Strategies, LLC in Rochester, MI and has over 3 years of experience in the finance industry.
CRD# 2410444
Lincoln Financial Advisors Corporation
CRD# 6150772
J.p. Morgan Securities LLC
CRD# 969
Confidential Management Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rochester Wealth Strategies | Rochester, MI | Jun 2020 - Current | 3 |
| Infinity Business Solutions | Clarkston, MI | Dec 2007 - Current | 16 |
| Rochester Wealth Strategies | Rochester, MI | Sep 2018 - Mar 2020 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- MI
-
Total Assets Under Management107MILLIONS
-
Total Number of Accounts343ACCOUNTS
-
Average Account Value$312,592
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
MI
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