Unclaimed
Julian Curry is a financial professional with over 25 years of experience in the financial services industry. Julian is currently registered with Pacific Select Distributors, LLC in Newport Beach, California. Previously, Julian was associated with Jackson National Life Distributors LLC, Directed Services LLC, OppenheimerFunds Distributor, Inc., Fahnestock & Co. Inc., Prudential Securities Incorporated, Dean Witter Reynolds Inc., Advest, Inc. and Oppenheimer & Co., Inc.
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
05/18/2017 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CO
01/03/2011 - 04/27/2017
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
PA
11/17/2006 - 12/01/2010
DIRECTED SERVICES LLC (WEST CHESTER PA)
NY
09/09/2003 - 11/15/2006
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
01/29/2002 - 01/13/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
07/05/2000 - 01/23/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/07/1997 - 07/05/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CT
09/17/1996 - 12/11/1996
ADVEST, INC. (HARTFORD CT)
NY
04/01/1996 - 07/11/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 11/25/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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