Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juliet? Claim Your ProfileJuliet Huang is a financial advisor registered with Wells Fargo Clearing Services, LLC in Temecula, CA. Juliet has been a financial professional since 2014 and holds the Series 6, Series 63, and SIE licenses. Juliet's experience includes previous roles with HSBC Securities (USA) Inc., Cetera Investment Services LLC, and J.P. Morgan Securities LLC. Juliet specializes in providing financial planning, investment consulting services, and portfolio management services for both individuals and businesses.
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.
Investment consulting services to institutional clients
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.
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2
CA
05/05/2021 - Present
Wells Fargo Clearing Services, LLC (TEMECULA CA)
CA
02/27/2019 - 11/21/2019
HSBC SECURITIES (USA) INC. (WALNUT CA)
CA
03/15/2016 - 01/29/2019
CETERA INVESTMENT SERVICES LLC (MONTEREY PARK CA)
CA
11/01/2014 - 05/01/2015
J.P. MORGAN SECURITIES LLC (TEMECULA CA)
BC
Issued 12/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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