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Marybeth Juliana

Allstate Financial Advisors, LLC

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About Marybeth Juliana

Marybeth Juliana is an investment advisor representative with Allstate Financial Advisors, LLC. Marybeth has been in the industry since 1999. Currently, Marybeth is registered with the state of South Carolina as a both a Broker and an Investment Advisor. Previously, Marybeth has worked with other financial institutions including PNC Investments, WELLS FARGO ADVISORS, PROFUNDS DISTRIBUTORS, INC., SCUDDER DISTRIBUTORS, INC., DEUTSCHE BANK SECURITIES INC., ICC DISTRIBUTORS, INC., and SEI INVESTMENTS DISTRIBUTION CO..

Firm Information

Marybeth Juliana is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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other

Third party advisory fees

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Marybeth Juliana’s Registration & Firm History

NJ

10/19/2023 - Present

Allstate Financial Advisors, LLC (Trenton NJ)

NJ

06/17/2011 - 12/08/2016

WELLS FARGO ADVISORS (CHERRY HILL NJ)

NJ

03/26/2008 - 06/20/2011

PNC INVESTMENTS (HADDONFIELD NJ)

MD

03/12/2004 - 06/15/2007

PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)

IL

07/30/2002 - 03/05/2004

SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)

NY

06/28/2001 - 07/30/2002

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

ME

08/16/1999 - 06/28/2001

ICC DISTRIBUTORS, INC. (PORTLAND ME)

PA

02/24/1998 - 07/23/1999

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

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Licenses & Designations

IA

Issued 04/11/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/20/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2001

Series 7 - General Securities Representative Examination

BC

Issued 02/23/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marybeth Juliana.
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