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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juelmarie? Claim Your ProfileJuelmarie Trueworthy Morgan is an investment advisor representative with Osaic Wealth, Inc. located in Visalia, CA. Juelmarie has been in the securities industry since June 10, 1989. Juelmarie holds several licenses and registrations, including Series 66, Series 7, Series 9, Series 10, and SIE. Juelmarie has worked for several other firms in the past including Woodbury Financial Services, Inc., Questar Capital Corporation, H. Beck, Inc., Citigroup Global Markets Inc., and Charles Schwab & Co., Inc. Juelmarie specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Juelmarie is a registered investment advisor in California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/19/2024 - Present
Osaic Wealth, Inc. (VISALIA CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (VISALIA CA)
CA
12/22/2016 - 03/01/2019
QUESTAR CAPITAL CORPORATION (VISALIA CA)
CA
09/09/2011 - 12/23/2016
H. BECK, INC. (VISALIA CA)
CA
12/03/2009 - 09/13/2011
WOODBURY FINANCIAL SERVICES, INC. (VISALIA CA)
CA
05/29/2007 - 12/17/2009
CITIGROUP GLOBAL MARKETS INC. (PORTERVILLE CA)
CA
08/22/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (VISALIA CA)
CA
07/27/2006 - 08/23/2006
LINSCO/PRIVATE LEDGER CORP. (FRESNO CA)
TX
01/11/2001 - 08/18/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
06/12/2000 - 12/21/2000
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CA
02/07/1999 - 04/10/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
03/02/1998 - 12/08/1998
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
11/19/1993 - 02/05/1998
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
09/17/1991 - 11/19/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
VA
05/13/1991 - 09/04/1991
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
02/15/1990 - 05/08/1991
GRIFFIN FINANCIAL SERVICES
NA
07/12/1988 - 03/10/1989
PML SECURITIES COMPANY
NA
01/22/1988 - 07/27/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/02/1987 - 02/02/1988
WARNER BECK INCORPORATED
NA
09/22/1987 - 11/04/1987
VALUE EQUITIES CORPORATION
BOTH
Issued 03/09/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/15/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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