Investment Mgmt in Pasadena

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Pasadena - Investment Mgmt

Specialties: Investments, Retirement Plans, Insurance

Julie E. Sagatelian
Financial Advisor - Waddell & Reed Inc

Financial Planning, Investments, Divorce Settlements, Foundations & Non-Profits, 401k Rollovers,Insurance, Retirement Plans & Business Continuation for family owned businesses.

(626)356-7556
(714)437-7515 Fax

301 N Lake Ave
Pasadena, CA 91101-5117 - MAP

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Profession	Investment Mgmt

Specialty	Investments, Retirement Plans, Insurance

Group	PAS1

Business Name	Waddell & Reed Inc

Title	Financial Advisor

Address	301 N Lake Ave Suite 130 Pasadena, CA 91101-5117

Work Phone	(626)356-7556

Fax	(714)437-7515

Web Site	www.yourfinancialfuture.wrfa.com

Member Since	5/2000

Information Not Available

695 Town Center Dr. Suite 200
Costa Mesa, CA 92626

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College Degrees	B.A. Intercultural Studies/Business (Biola University)


Speaking/Teaching Experience	Mentor MBA Program,Crowell School of Business, Biola University.


Organizations	Fiduciary Roundtable,Inst. of Divorce Financial Analysts.


License Number	CA Insurance #0C31957

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