Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Citlaly? Claim Your ProfileCitlaly Julian is a registered representative with Morgan Stanley. Citlaly has been in the industry since February 2015 and holds licenses in both broker-dealer and investment advisor capacities. Citlaly is licensed in 48 states and has been registered with Morgan Stanley since December 2016. Previously, Citlaly worked at E*TRADE SECURITIES LLC in Alpharetta, Georgia, and was registered in that state until December 2016. Citlaly is also a volunteer with the Financial Planning Association, an investment related organization.
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
GA
04/23/2020 - Present
Morgan Stanley (Atlanta GA)
GA
02/23/2015 - 12/16/2016
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 02/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/01/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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