Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yulia? Claim Your ProfileYulia Dance is a certified financial planner and investment advisor representative with Jackson Wealth Management, LLC. Yulia has been in the financial industry since 2016. Yulia specializes in providing financial planning and portfolio management services to individuals and high net worth individuals. Yulia has experience working with both Verizon Corporate Finance and Benchmark Financial Wealth Advisors LLC. Yulia is registered with the state of Florida.
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.
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.
1
2
PR
02/03/2022 - Present
Jackson Wealth Management, LLC (San Juan PR)
IA
Issued 09/20/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Yulia Dance is the right advisor for you? Invested Better is here to help.
