Julie Sanders has been Vice President of Client Services and Operations of Mascagni Wealth Management since January 2010, is not listed as a control person, but directly owns under 5% of the firm.
Mascagni Wealth Management, Inc. is a Clinton, MS firm with $425M under management, 736 clients and 4 advisers in one office, as of its August 2026 filing.
No adviser firm registrations are on Julie Sanders’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 3 June 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 February 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Julie Kay Sanders
- CRD
- 2275001
- Firm
- Mascagni Wealth Management · CRD 115046
- Role
- Vice President of Client Services and Operations
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Julie Sanders work?
Julie Sanders has been Vice President of Client Services and Operations of Mascagni Wealth Management, Inc. since January 2010.
Does Julie Sanders have a current investment-adviser registration?
Julie Sanders has no current investment-adviser or broker registration.
What exams has Julie Sanders passed?
Julie Sanders has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in February 2013. FINRA credited Julie Sanders with the SIE, which began in October 2018.
Is Julie Sanders registered with FINRA?
No. Julie Sanders has no current broker registration.
How can I verify Julie Sanders’ record?
Search CRD 2275001 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julie Sanders’ full registration record.
