Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Dega is a financial advisor with Brookfield Oaktree Wealth Solutions LLC, a firm that specializes in providing financial advice and wealth management services. Julian has been in the financial industry since 2020 and has a strong track record of success. Julian is registered with FINRA and the state of New York. He has earned the Series 7, Series 66, and SIE licenses. Julian is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
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NY
09/07/2022 - Present
Brookfield Oaktree Wealth Solutions LLC (New York NY)
NY
07/02/2020 - 08/13/2022
J.P. MORGAN SECURITIES LLC (TARRYTOWN NY)
BOTH
Issued 08/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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