Julie Anne Wendholt

Current Employers

Employment History

• 12/2006 → 06/2019
  Sel/Body Harmonics Dba
  Upper Nyack, NY
• 01/2014 → 06/2019
  Morgan Stanley
  Pearl River, NY
• 01/2015 → 06/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 06/2019 → 03/2020
  Ameriprise Financial Services, Inc.
  Rye Brook, NY
• 03/2020 → 07/2025
  Ameriprise Financial Services, Llc
  Paramus, NJ
• 07/2025 → Present
  Kestra Investment Services, Llc
  Port Jefferson, NY
• 07/2025 → Present
  Kestra Advisory Services, Llc
  Port Jefferson, NY

Previous Registrations

• 2019-06-28 → 2025-07-11
  Ameriprise Financial Services, Llc
  Rye Brook, NY
  Warwick, NY
  Nyack, NY
  Paramus, NJ
  Nyack, NY
• 2014-03-31 → 2019-07-02
  Morgan Stanley
  Pearl River, NY

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/07/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: COASTLINE WEALTH MANAGMENT POSITION: Registered Representative. NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/07/2025 ADDRESS: 1303 Main St, Port Jefferson NY 11777, United States DESCRIPTION: I will offer financial planning, investment recommendations, and insurance planning for clients. Name: 672 ELM ST LLC POSITION: partner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 07/07/2025 ADDRESS: 672 Elm St, New Haven CT 06511, United States DESCRIPTION: Landlord.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-28

Designations

Other Names

• Julie Anne Blank
• Julie Anne Wendholt
• Julie A Wendholt