Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandie? Claim Your ProfileBrandie Julian is a financial advisor with Morgan Stanley. Brandie has been working in the financial industry since 2015 and has a strong understanding of the investment landscape. Brandie is registered to provide investment advice in Tennessee and Texas, and is licensed to sell securities in all 50 states. She is a highly experienced and qualified professional who is committed to providing her clients with personalized financial advice. She is dedicated to helping clients achieve their financial goals through a comprehensive approach that includes financial planning, portfolio management and investment advice. Brandie's knowledge and expertise extend beyond investments. She is passionate about building strong relationships with her clients and has a deep understanding of their individual needs and aspirations. She is committed to working closely with her clients to develop a customized plan that meets their unique goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TN
08/16/2024 - Present
Morgan Stanley (KNOXVILLE TN)
BOTH
Issued 06/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brandie Julian is the right advisor for you? Invested Better is here to help.
