Julie A. Won, CFA
Hanson & Doremus Investment Management
Financial Planner in Palo Alto, CA
Address:4248 Rickeys Way, Unit W
Palo Alto, CA 94306
About Julie A. Won
Julie Won is a financial professional at Hanson & Doremus Investment Management located in Palo Alto, California. Julie Won holds an industry securities registration subject to FINRA oversight having passed securities examinations including S65 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 Won 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 Won4248 Rickeys Way, Unit W
Palo Alto, CA 94306
Phone Number:
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Website:
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