Unclaimed
Julian Bailliet is a financial professional with over 5 years of experience in the financial industry. Julian is currently registered with Keybanc Capital Markets Inc. in California. Julian has passed several industry exams, including the Series 63, Series 24, SIE, and Series 79. Prior to joining Keybanc Capital Markets Inc., Julian worked at FIFTH THIRD SECURITIES, INC., MVP CAPITAL ADVISORS, LLC, and FINANCIAL TELESIS INC. Julian is a dedicated and experienced financial professional with a proven track record of success.
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.
1
2
CA
05/03/2021 - Present
Keybanc Capital Markets Inc. (San Francisco CA)
CA
09/16/2019 - 05/19/2021
FIFTH THIRD SECURITIES, INC. (San Francisco CA)
CA
11/02/2017 - 08/07/2019
MVP CAPITAL ADVISORS, LLC (San Francisco CA)
CA
07/21/2017 - 11/01/2017
FINANCIAL TELESIS INC (SAN FRANCISCO CA)
BC
Issued 08/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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