Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Correaestrada is a financial advisor with PFS Investments Inc. based in Allen, TX. Julian has been in the financial services industry since April 2018. Julian specializes in providing financial advice to individuals. Julian has a Series 66, Series 7TO, and SIE licenses. Julian also has experience as a freelancer, promoting fragrance sales in department stores.
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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TX
08/31/2023 - Present
PFS Investments Inc. (ALLEN TX)
TX
07/01/2022 - 08/17/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DESOTO TX)
BOTH
Issued 07/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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