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Mark paul De guzman Juloya

Syndicated Capital, Inc.

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About Mark paul De guzman Juloya

Mark Paul De Guzman Juloya is a registered investment advisor representative with Syndicated Capital, Inc. Mark Paul De Guzman Juloya has been in the industry since 2009. Mark Paul De Guzman Juloya is registered in the state of California. Mark Paul De Guzman Juloya has experience with Ameritas Investment Corp., Equity Services, Inc., Pruco Securities, LLC., and Transamerica Financial Advisors, Inc. Mark Paul De Guzman Juloya specializes in providing financial planning and portfolio management for individuals.

Firm Information

Mark paul Juloya is currently registered with Syndicated Capital, Inc.. Syndicated Capital, Inc. is a California-based corporation that was formed in February 1986. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They are registered with the SEC and in all 50 states. Syndicated Capital, Inc. manages approximately $115,319,317 in assets for 436 clients.
Syndicated Capital, Inc.

21671 GATEWAY CENTER DRIVE

DIAMOND BAR, CA 91765

$115.32M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b1; ntf mutal fund service fees

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Mark paul Juloya’s Registration & Firm History

CA

01/27/2022 - Present

Syndicated Capital, Inc. (MONROVIA CA)

CA

05/05/2016 - 12/27/2016

AMERITAS INVESTMENT CORP. (Chino Hills CA)

CA

01/20/2015 - 03/10/2016

EQUITY SERVICES, INC. (SAN MARCOS CA)

CA

03/25/2011 - 12/23/2014

PRUCO SECURITIES, LLC. (ONTARIO CA)

CA

01/04/2010 - 12/31/2010

SYNDICATED CAPITAL, INC. (MONROVIA CA)

CA

09/04/2009 - 12/31/2009

TRANSAMERICA FINANCIAL ADVISORS, INC (MONROVIA CA)

CA

02/18/2009 - 09/04/2009

TRANSAMERICA FINANCIAL ADVISORS, INC. (MONROVIA CA)

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Licenses & Designations

BOTH

Issued 04/28/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/27/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark paul De guzman Juloya.
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