Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Ashton Lively is a financial advisor at Stifel, Nicolaus & Company, Inc. located in Augusta, GA. Julian has been in the financial services industry since 2004. Julian has a wide range of experience in helping individuals and families with their financial planning needs, including portfolio management, retirement planning, and estate planning. Julian is also experienced in working with businesses and organizations to develop and implement financial strategies. Julian is committed to providing his clients with the highest level of service and expertise.
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.
1
2
GA
08/14/2009 - Present
Stifel, Nicolaus & Company, Inc. (AUGUSTA GA)
GA
10/26/2005 - 08/14/2009
UBS FINANCIAL SERVICES INC. (AUGUSTA GA)
NY
11/10/2004 - 11/01/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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