Julie C Shickel

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2010 → 01/2024
  Woodbury Financial Services
  Allentown, PA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Macungie, PA

Previous Registrations

• 2010-05-04 → 2024-01-19
  Woodbury Financial Services, Inc.
  Macungie, PA
  Allentown, PA
  Timonium, MD
• 2003-12-09 → 2010-05-13
  Hornor, Townsend & Kent, Llc
  Allentown, PA
  Allentown, PA

Other Businesses

1) JULIE SHICKEL - INSURANCE PRODUCER POSITION: Insurance producer NATURE: Sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/1997 ADDRESS: 2337 Bordeaux Drive, Macungie PA 18062, United States DESCRIPTION: Sales and service of insurance products. 2) JULIE SHICKEL - REAL ESTATE POSITION: Property Manager NATURE: Individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/19/2026 ADDRESS: 6709 Atlantic Avenue, #22, Ocean City MD 21842, United States DESCRIPTION: Property manager for short term rental unit.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-10
• S63 Uniform Securities Agent State Law Examination
  1997-09-05

Designations

• Certified Financial Planner

Other Names

• Julie Choi