JULIE ANN SCHATZ is an investment adviser representative (IAR) with state registration records since 2004, appearing at 3 firms. Currently registered with FORUM FINANCIAL MANAGEMENT, LP.
| Firm | From | To | Current |
|---|---|---|---|
| FORUM FINANCIAL MANAGEMENT, LP | 2023-05-11 | present | Yes |
| INVESTOR'S CAPITAL MANAGEMENT, LLC | 2006-11-13 | 2023-08-01 | — |
| INVESTOR'S CAPITAL MANAGEMENT | 2004-03-08 | 2006-11-03 | — |