Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juliana? Claim Your ProfileJuliana Carrillo MacTaggart is a financial professional with over 5 years of experience in the industry. Juliana currently holds licenses to offer securities in 53 states, as well as the District of Columbia and Puerto Rico, as a registered representative at Charles Schwab & CO., Inc. Previously, Juliana was a registered representative with PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC in Connecticut.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
OH
04/26/2022 - Present
Charles Schwab & CO., Inc. (Richfield OH)
CT
01/19/2018 - 04/01/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
BC
Issued 02/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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