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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juli? Claim Your ProfileJuli Hofmockel Rahill is a registered investment advisor representative with Kestra Advisory Services, LLC, a firm with over $48 billion in assets under management. Juli has been in the financial services industry since 2011, and holds Series 7, Series 66, and Series 24 securities licenses. Juli is experienced in working with high-net-worth individuals and families, providing them with financial planning, portfolio management, and retirement planning services. Juli also has experience working with business owners. Juli currently holds investment advisor registrations in California and Massachusetts, and broker-dealer registrations in 25 states. Previous to joining Kestra Advisory Services, LLC, Juli worked for Morgan Stanley and J.P. Morgan Securities LLC.
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.
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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2
TX
12/15/2020 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
MA
10/02/2019 - 12/08/2020
MORGAN STANLEY (BOSTON MA)
TX
06/19/2013 - 08/19/2019
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
CA
07/04/2011 - 06/17/2013
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
BOTH
Issued 08/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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