JC
Julee C.
Assistant Director Of Operations at Omega Wealth Private Capital,
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Work Experience
Assistant Director Of Operations
Mar 2023 - Present ยท 1 years and 9 months
Executive Administrator
Sep 2015 - Mar 2023 ยท 7 years and 6 months
Preprimary Guide
Aug 2010 - Jun 2015 ยท 4 years and 10 months
Company Details
At Omega Wealth Private Capital, LLC we plan with a ๐’‘๐’–๐’“๐’‘๐’๐’”๐’† to help you ๐๐„ & ๐’๐“๐€๐˜ ๐™๐™š๐™ฉ๐™ž๐™ง๐™š๐™ข๐™š๐™ฃ๐™ฉ ๐™๐™š๐™–๐™™๐™ฎ! Our ๐—ฅ๐—ฒ๐˜๐—ถ๐—ฟ๐—ฒ๐—บ๐—ฒ๐—ป๐˜ ๐—ฅ๐—ฒ๐—ฎ๐—ฑ๐˜† ๐—ฅ๐—ฒ๐˜ƒ๐—ถ๐—ฒ๐˜„ covers ๐Ÿฐ ๐—บ๐—ฎ๐—ถ๐—ป ๐—ฎ๐—ฟ๐—ฒ๐—ฎ๐˜€: 1๏ธโƒฃ INCOME 2๏ธโƒฃ TAXES 3๏ธโƒฃ FEES 4๏ธโƒฃ RISK Advisory Services offered through Omega Wealth Private Capital, LLC, a Registered Investment Advisor. The firm is registered as an investment advisor with the state of Ohio and only conducts business in states where it is properly registered or is excluded from registration requirements. Omega Wealth Private Capital, LLC is separate and distinct from insurance sales and services provided by Wilson Private Capital, LLC. Services offered by Omega Wealth Private Capital, LLC. are limited to the management of securities portfolios and associated ancillary review. All other services, including the Retirement Ready Review, the Retirement Ready Tax Analysis, and the Retirement Ready Income Plan are provided by Wilson Private Capital, LLC.
Year Founded
2017
Social Media
Linkedin
Industry
Financial Services
HQ Location
7870 E Kemper Rd Suite 430 Cincinnati, Ohio 45249, US
Keywords
InvestmentsIRA401kPensioPension RolloverManaged MoneyAnnuitiesMutual FundsHealth InsuranceLife Insurance
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