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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julianna? Claim Your ProfileJulianna Morales is a financial advisor who has been in the industry for over 20 years. Julianna is registered with LPL Financial LLC and has previously been registered with BMO Harris Financial Advisors, Inc. and M&I Financial Advisors, Inc. Julianna Morales provides financial planning and investment management services to individuals, corporations, trusts, estates, retirement plans, and other clients. Julianna Morales has a Series 6, Series 7, Series 63 and Series 65 license. Julianna Morales has a Certified Financial Planner designation.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
03/24/2021 - Present
LPL Financial LLC (GREENWOOD IN)
IN
08/01/2012 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (INDIANAPOLIS IN)
IN
07/09/2008 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (NOBLESVILLE IN)
IN
12/04/2003 - 07/11/2008
PRIMEVEST FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IA
Issued 07/14/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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