Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Julian is a financial advisor based in Hauppauge, NY. Joseph has been in the industry since January 21, 2010. Joseph is currently registered with Equity Services, Inc. and is licensed to provide financial advice in New York. Joseph has previously worked at MML Investors Services, LLC, Equity Services, Inc., NYLIFE SECURITIES LLC, METLIFE SECURITIES INC., SALOMON SMITH BARNEY INC., and THE DREYFUS SERVICE CORPORATION.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
NY
09/22/2023 - Present
Equity Services, Inc. (HAUPPAUGE NY)
NY
11/29/2021 - 09/18/2023
MML INVESTORS SERVICES, LLC (SYOSSET NY)
NY
08/27/2020 - 11/01/2021
EQUITY SERVICES, INC. (HAUPPAUGE NY)
NY
07/23/2009 - 01/31/2018
NYLIFE SECURITIES LLC (CUTCHOGUE NY)
NY
06/16/2008 - 06/30/2009
METLIFE SECURITIES INC. (MELVILLE NY)
NY
08/02/2001 - 06/14/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/28/1999 - 09/23/1999
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
BC
Issued 08/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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