Mark Paul JuloyaCRD Number: 5580057
Current Firm: Creative Benefits Inc.
Mark Paul Juloya (CRD# 5580057) is an Investment Advisor Representative working at Creative Benefits Inc. in Temecula, CA and has over 8 years of experience in the finance industry.
John P. Dubots Capital Management, LLC
Independent Financial Group, LLC
Benchmark Wealth Advisors, LLC
|Creative Benefits, Inc.||Temecula, CA||Feb 2017 - Current||1|
|Creative Benefits, Inc.||Chino Hills, CA||Jun 2016 - Feb 2017||< 1|
|Ameritas Investment Corp||Lincoln, NE||Mar 2016 - Dec 2016||< 1|
|Ameritas Life Insurance Corp||Lincoln, NE||Mar 2016 - Dec 2016||< 1|
|Creative Wealth Group||Chino Hills, CA||Mar 2015 - May 2016||1|
|Equity Services, Inc.||Montpelier, VT||Jan 2015 - Mar 2016||1|
|National Life Group||Montpelier, VT||Jan 2015 - Mar 2016||1|
|Pruco Securities, LLC||Ontario, CA||Mar 2011 - Dec 2014||3|
|The Prudential Insurance Company Of America||Ontario, CA||Mar 2011 - Dec 2014||3|
|Juloya Financial Services||Monrovia, CA||Jul 2008 - Mar 2011||2|
|Syndicated Capital, Inc.||Monrovia, CA||Jan 2010 - Dec 2010||< 1|
|Language Systems International (lsi)||Placentia, CA||Oct 2007 - Jul 2010||2|
|Intersecurities, Inc.||Monrovia, CA||Feb 2009 - Dec 2009||< 1|
|Transamerica Financial Advisors||Los Angeles, CA||Feb 2009 - Dec 2009||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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