Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juliana? Claim Your ProfileJuliana Rae Thomas is an investment advisor representative at Principal Asset Management, a firm with $1 billion - $10 billion in assets under management. Juliana has been working in the financial industry since 2014 and is registered with the state of Iowa. Juliana Rae Thomas is a member of the firm's investment advisory team and provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Juliana is also a licensed insurance agent and is active in the community.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
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2
IA
01/20/2017 - Present
Principal Asset Management (Des Moines IA)
IA
04/28/2017 - 06/21/2018
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
01/12/2016 - 02/08/2017
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
01/12/2016 - 01/20/2017
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
NC
03/07/2014 - 11/09/2015
EDWARD JONES (CHARLOTTE NC)
MO
11/20/2013 - 01/23/2014
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 02/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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