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Juliana Laure carol Coates

Vanguard Advisers, Inc.

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About Juliana Laure carol Coates

Juliana Coates is a registered investment advisor representative with Vanguard Advisers, Inc. Juliana has been in the financial services industry since January 2020. Juliana has a Series 66 license and a Series 7TO license. Juliana provides financial planning, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Juliana Coates is currently registered with Vanguard Advisers, Inc.. Vanguard Advisers, Inc. is a registered investment advisor headquartered in Malvern, Pennsylvania. With a focus on portfolio management for individuals, businesses, and pooled investment vehicles, the firm offers comprehensive financial planning services and specializes in selecting other advisors. Vanguard Advisers manages over $333 billion in assets for clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has a strong online presence, with active profiles on LinkedIn, Facebook, Instagram, YouTube, Reddit, and Twitter.
Vanguard Advisers, Inc.

100 VANGUARD BLVD

MALVERN, PA 19355

$333.07B

Assets Under Management

151,862

Total Clients

2,326

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Juliana Coates’s Registration & Firm History

PA

07/05/2022 - Present

Vanguard Advisers, Inc. (MALVERN PA)

NY

01/04/2021 - 06/29/2022

GOLDMAN SACHS & CO. LLC (SARATOGA SPRINGS NY)

NY

01/24/2020 - 01/04/2021

MERCER ALLIED COMPANY, L.P. (LATHAM NY)

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Licenses & Designations

BOTH

Issued 02/27/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/24/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Juliana Laure carol Coates.
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