linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Julia Fahlen

Seia

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Julia? Claim Your Profile

About Julia Fahlen

Julia Fahlen is a financial advisor with Seia based in Los Angeles, California. Julia Fahlen is registered with FINRA, the state of California, and is a Series 66, Series 7TO and SIE licensed representative. Julia Fahlen works with individuals, families, and institutions. Julia Fahlen is also a wealth coordinator for Seia and has been in the industry for over a decade. Seia is a registered investment advisor that provides financial planning, portfolio management, and other advisory services to high-net-worth individuals and institutions. Seia manages over 14 billion dollars in assets under management.

Firm Information

Julia Fahlen is currently registered with Seia. Seia is a financial advisory firm based in Los Angeles, California. They offer financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Seia has a total of 103 registered representatives and manages approximately $14.2 billion in assets. The firm primarily serves high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Seia

2121 AVENUE OF THE STARS

LOS ANGELES, CA 90067

$14.21B

Assets Under Management

74

Total Clients

108

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Julia Fahlen’s Registration & Firm History

CA

02/13/2024 - Present

Seia (LOS ANGELES CA)

Not sure if Julia Fahlen is right for you?

Licenses & Designations

BOTH

Issued 02/12/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/20/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/25/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julia Fahlen.
Not sure if Julia Fahlen is right for you?