Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julianna? Claim Your ProfileJulianna Rote is a financial advisor at Mission Wealth Management, LP, a firm located in Santa Barbara, California. Julianna has been working in the financial services industry since May 2014. Julianna is registered as an Investment Advisor Representative in California. Julianna is a Certified Financial Planner™. Julianna has a Series 65 license. Julianna specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
Family wealth management
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.
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CA
12/04/2014 - Present
Mission Wealth Management, LP (San Diego CA)
IA
Issued 12/03/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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