Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Anthony Benitez is a financial professional with over 25 years of experience in the financial services industry. Julian is currently registered with Cambridge Investment Research Advisors, Inc. and is licensed in Arizona and Texas. Julian specializes in providing financial planning services and portfolio management for individuals, businesses, and retirement plans. Julian is a Chartered Financial Consultant and has passed the Series 63, 65, 66, 7, and SIE exams.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Solicitation fees from 3rd party money managers
1
2
AZ
05/12/2017 - Present
Cambridge Investment Research Advisors, Inc. (Tucson AZ)
AZ
02/17/2015 - 05/12/2017
COMMONWEALTH FINANCIAL NETWORK (Tucson AZ)
AZ
06/22/2007 - 02/17/2015
MUTUAL SECURITIES, INC. (TUCSON AZ)
AZ
10/26/2005 - 06/26/2007
BROOKSTREET SECURITIES CORPORATION (TUCSON AZ)
NJ
05/12/2000 - 10/28/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/16/1993 - 05/15/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
WI
02/16/1993 - 03/04/1993
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
BOTH
Issued 04/17/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/24/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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