Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Julian-yanez is an investment advisor representative with Northwestern Mutual Investment Services, LLC in Atlanta, GA. Brenda has been working in the financial services industry since January 5, 2019. Brenda holds FINRA Series 7, 63, and 66 licenses. Brenda has also worked at MORGAN STANLEY and E*TRADE SECURITIES LLC.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
GA
09/19/2022 - Present
Northwestern Mutual Investment Services, LLC (Atlanta GA)
GA
09/02/2020 - 08/05/2022
MORGAN STANLEY (Atlanta GA)
GA
10/25/2018 - 07/31/2020
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 11/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brenda Julian-yanez is the right advisor for you? Invested Better is here to help.
