Julianne CruzCRD Number: 1217012
Current Firm: Money Matters With Ken Moraif
Julianne Cruz (CRD# 1217012) is an Investment Advisor Representative working at Money Matters With Ken Moraif in El Segundo, CA and has over 33 years of experience in the finance industry. Julianne Cruz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jst Investment Consulting
Fried Asset Management, Inc.
|Money Matters With Ken Moraif||Woodland Hills, CA||Apr 2016 - Current||2|
|California Bank & Trust (zions Bank)||Culver City, CA||Feb 2015 - Feb 2016||1|
|Lpl Financial LLC||Culver City, CA||Feb 2015 - Feb 2016||1|
|Zions Direct||Salt Lake City, UT||Sep 2010 - Feb 2015||4|
|Contango Capital Advisors, Inc.||Los Angeles, CA||Mar 2010 - Feb 2015||4|
|Primevest Financial Services, Inc.||St. Cloud, MN||Nov 2006 - Mar 2010||3|
|First Federal Bank Of California||Santa Monica, CA||Sep 2003 - Mar 2010||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1985|
Total Assets Under Management3,873MILLIONS
Total Number of Accounts18,096ACCOUNTS
Average Account Value$214,007
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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