Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juliana? Claim Your ProfileJuliana Lynn Hart has over 24 years of experience in the financial services industry. Juliana is currently registered with Allstate Financial Services, LLC. Juliana has held prior positions with Wachovia Securities, LLC, Citigroup Global Markets Inc., and BA Investment Services, Inc. Juliana holds FINRA Series 7, Series 63, and Series 65 licenses. Juliana is currently registered with the following states: Arizona, California, Idaho, Nevada, Oregon, Texas, Utah and Washington.
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.
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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2
NV
02/18/2009 - Present
Allstate Financial Services, LLC (SPARKS NV)
CA
10/26/2007 - 01/21/2009
WACHOVIA SECURITIES, LLC (SAN DIEGO CA)
CA
03/26/1999 - 11/12/2007
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
CA
07/27/1998 - 01/11/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
IA
Issued 09/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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