Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julho? Claim Your ProfileJulho Kara is a financial professional with over two years of experience in the financial industry. Julho is currently registered as a Registered Representative with TIAA-CREF Individual & Institutional Services, LLC in Frisco, Texas. Previously, Julho was employed with Edward Jones in Plano, Texas, where Julho was registered as a Registered Representative. Julho has passed the SIE, Series 7 and Series 66 exams. Julho provides financial planning and portfolio management services to individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
08/02/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
07/11/2018 - 12/04/2020
EDWARD JONES (PLANO TX)
BOTH
Issued 09/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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