Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Rhea is a financial advisor registered with Commonwealth Financial Network. Julia has over 30 years of experience in the financial services industry and holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Julia has a wide range of experience working with individuals, families, businesses, and charitable organizations. Julia is a Chartered Financial Consultant and is dedicated to helping her clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
09/09/2024 - Present
Commonwealth Financial Network (San Diego CA)
CA
01/03/2011 - 11/30/2021
VOYA FINANCIAL ADVISORS, INC. (SAN DIEGO CA)
CA
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (SAN DIEGO CA)
CT
09/08/1999 - 09/23/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
12/02/1992 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 06/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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