Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juliana? Claim Your ProfileJuliana Paioletti is a financial advisor with over 19 years of experience in the financial services industry. Juliana is currently registered with Raymond James & Associates, Inc. and is also a registered investment advisor in the state of Florida. Juliana has previously held positions at MORGAN STANLEY, RBC CAPITAL MARKETS, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Juliana holds the Series 7 and Series 66 securities licenses and the SIE exam. Juliana offers a range of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
04/22/2024 - Present
Raymond James & Associates, Inc. (Miami FL)
FL
03/11/2015 - 04/30/2024
MORGAN STANLEY (Miami FL)
FL
10/16/2012 - 03/23/2015
RBC CAPITAL MARKETS, LLC (MIAMI FL)
FL
02/06/2009 - 10/18/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
NY
07/22/1999 - 12/10/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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