Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Carrillo is a financial advisor at Osaic Wealth, Inc. based in Upland, California. Julia is a seasoned professional with over 20 years of experience in the financial services industry. Julia focuses on providing comprehensive financial planning and investment management services to individuals, families, and businesses. Julia also offers consulting services regarding tax, finances, debts, tax mitigation, estate planning, tax resolution and audits, and MAS (Management Advisory Services) under the firm's DBA of Capital Advisors.
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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2
CA
01/26/2012 - Present
Osaic Wealth, Inc. (UPLAND CA)
GA
04/12/2002 - 05/29/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
10/06/1999 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 09/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/19/2022
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2015
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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