Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julianna? Claim Your ProfileJulianna Katlyn Braley is a financial professional with a background in customer service and a passion for helping individuals and families achieve their financial goals. Julianna is a Registered Representative with Fidelity Brokerage Services LLC and an Investment Advisor Representative with Fidelity Personal and Workplace Advisors. She has been in the financial services industry since 2020, providing financial planning and investment guidance to clients in various states. Julianna is committed to building strong relationships with her clients, understanding their unique needs and objectives, and creating customized solutions that meet their financial aspirations.
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.
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
UT
06/10/2020 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BOTH
Issued 06/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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