Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juliann? Claim Your ProfileJuliann Chapman is a financial advisor at Osaic Wealth, Inc., with over 20 years of experience in the financial services industry. She holds a Certified Financial Planner designation. Juliann is registered with the state of Texas as both a Broker-Dealer and Investment Advisor Representative. Juliann has a broad range of experience working with clients including high-net-worth individuals, corporations, and charitable organizations. Her areas of expertise include financial planning, retirement planning, and portfolio management.
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.
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.
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
TX
11/03/2023 - Present
Osaic Wealth, Inc. (Plano TX)
TX
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (Plano TX)
TX
09/03/2004 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (HOUSTON TX)
NA
08/17/1993 - 12/31/1994
ADVANTAGE CAPITAL CORPORATION
BOTH
Issued 11/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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