Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Alvin Julian is a registered investment advisor with over 25 years of experience in the financial industry. Currently, Joseph is associated with Houlihan Lokey Capital, Inc., a firm he joined on January 12, 1998. Joseph holds licenses for Series 7, Series 63, and Series 79TO.
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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2
NY
01/12/1998 - Present
Houlihan Lokey Capital, Inc. (NEW YORK NY)
BC
Issued 12/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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