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Debbie Julian

ESL Investment Services, LLC

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About Debbie Julian

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).

Firm Information

Debbie Julian is currently registered with ESL Investment Services, LLC. ESL Investment Services, LLC is a Limited Liability Company formed in New York on April 24, 2001. The firm is registered with the SEC and the state of New York.

Not reported

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Debbie Julian’s Registration & Firm History

NY

10/27/2022 - Present

ESL Investment Services, LLC (PITTSFORD NY)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Debbie Julian.
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