Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Andre Monserrate is a financial professional registered with PFS Investments Inc., a firm headquartered in Duluth, Georgia. Julian has a Series 63, Series 6TO and SIE license. They have been active in the industry since January 25, 2021, and is registered in New York.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
01/26/2021 - Present
PFS Investments Inc. (BROOKLYN NY)
BC
Issued 02/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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