Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Cruz is a financial advisor registered with LPL Financial LLC and holds the Series 7 and Series 66 licenses. Julian has been in the financial industry since 2013. Previously, Julian has been registered with Edward Jones and BancWest Investment Services. Julian is based in Stockton, CA and is licensed to provide financial services in California, Georgia, Missouri, Montana, Nebraska, New York, Pennsylvania, and Utah. Julian is also a board member of the Community Center for the Blind & Visually Impaired.
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.
Consulting and other non-discretionary advisory services
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.
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CA
07/19/2023 - Present
LPL Financial LLC (STOCKTON CA)
CA
03/18/2016 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (LODI CA)
CA
02/22/2013 - 03/21/2016
EDWARD JONES (WOODBRIDGE CA)
BOTH
Issued 03/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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