Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juliana? Claim Your ProfileJuliana Surcalo Evans is a registered Investment Advisor Representative (IAR) with Seacrest Wealth Management, LLC. Juliana has been in the industry since 2011 and has experience with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Juliana holds a Series 65 license and has a strong focus on financial planning, portfolio management, and selection of other advisors. Juliana is dedicated to helping clients achieve their financial goals.
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.
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.
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.
1
2
FL
11/07/2023 - Present
Seacrest Wealth Management, LLC (RIVERVIEW FL)
IA
Issued 10/19/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Juliana Evans is the right advisor for you? Invested Better is here to help.
