Unclaimed
Debbie Julian is a financial advisor with ESL Investment Services, LLC, located in Pittsford, NY. Debbie is also registered with LPL Financial LLC. Debbie is licensed to sell securities in New York. Debbie has passed the Securities Industry Essentials Examination (SIE), the Investment Company Products/Variable Contracts Representative Examination (Series 6TO) and the Uniform Securities Agent State Law Examination (Series 63).
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.
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.
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NY
10/27/2022 - Present
ESL Investment Services, LLC (PITTSFORD NY)
BC
Issued 08/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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