Elizabeth Giuliano (CRD# 2971483) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Westville, NJ and has over 26 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Westville, NJ | Jan 2024 - Current | < 1 |
| Woodbury Financial Services, Inc. | Westville, NJ | Mar 2019 - Current | 5 |
| Montague & Giuliano | Thorofare, NJ | Jun 2004 - Current | 19 |
| Mary K Hair Design | Wenonah, NJ | Oct 1993 - Current | 30 |
| Woodbury Financial Services, Inc. | Westville, NJ | Mar 2019 - Jan 2024 | 4 |
| Questar Asset Management | Westville, NJ | Jan 2010 - Mar 2019 | 9 |
| Questar Capital Corporation | Minneapolis, MN | Dec 2006 - Mar 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2010 |
- NJ
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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