Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juliet? Claim Your ProfileJuliet Cardona is a financial advisor with Simplicity Wealth. Juliet has been in the financial services industry since 2015 and holds Series 7 and Series 66 licenses. Juliet specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Juliet is also the owner and CEO of Juliet Cardona Coaching, a money coaching business that helps individuals with their finances.
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.
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CA
02/13/2025 - Present
Simplicity Wealth (Pleasanton CA)
CA
07/27/2016 - 01/14/2022
AMERITAS INVESTMENT COMPANY, LLC (SAN RAMON CA)
BOTH
Issued 08/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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