Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juliet? Claim Your ProfileJuliet Anderson is a financial advisor with J.P. Morgan Securities LLC, located in Los Altos, CA. Juliet has been in the industry since September 11, 2015 and has experience providing financial advice to individuals, businesses, corporations, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. Juliet holds Series 6, 7, 63, and 65 licenses and has a background in investment company products, variable contracts, and general securities. Juliet is a highly experienced advisor with a strong track record of success in the financial services industry.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
12/17/2019 - Present
J.p. Morgan Securities LLC (LOS ALTOS CA)
CA
07/25/2008 - 03/06/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MENLO PARK CA)
NJ
11/29/2000 - 08/28/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 12/05/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/05/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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