Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juliana? Claim Your ProfileJuliana MacHata is a registered investment advisor representative with Charles Schwab & Co., Inc. based in Orlando, Florida. Juliana has been in the securities industry since August 17, 2015. Juliana is licensed in Florida as well as California. Juliana holds Series 7, 9, 10, 66, and SIE licenses. Juliana specializes in providing financial planning and portfolio management services to clients.
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
FL
05/26/2016 - Present
Charles Schwab & CO., Inc. (Orlando FL)
BOTH
Issued 05/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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