Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Collazo is a financial advisor based in Lancaster, Pennsylvania. Julian has a background in financial services and has been in the industry for over a year. He is registered to provide securities services in Pennsylvania. Julian's professional experience includes working for Northwestern Mutual Investment Services, LLC and PFS Investments Inc. He specializes in investment products. Julian is a licensed representative of PFS Investments 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.
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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2
PA
09/03/2024 - Present
PFS Investments Inc. (LANCASTER PA)
PA
07/01/2022 - 04/18/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LANCASTER PA)
BC
Issued 09/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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