Loretta Giuliani (CRD# 4035384) is an Investment Advisor Representative working at Latitude Advisors, LLC in Crofton, MD and has over 22 years of experience in the finance industry.
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
CRD# 7032841
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Latitude Advisors, LLC | Vero Beach, FL | Oct 2011 - Current | 12 |
Lg Back Office Services | Crofton, MD | Jan 2010 - Current | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2001 |
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Total Assets Under Management349MILLIONS
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Total Number of Accounts1,320ACCOUNTS
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Average Account Value$264,073
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WV
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