Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Downey is a financial advisor with Centerview Partners LLC, based in Menlo Park, CA. Julian has been in the industry since July 1st, 2021 and holds Series 7, 63, and 79 licenses. Julian is registered in California as an investment advisor representative. Previously, Julian was employed at Credit Suisse Securities (USA) LLC in San Francisco, CA.
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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CA
06/22/2022 - Present
Centerview Partners LLC (Menlo Park CA)
CA
06/28/2021 - 06/17/2022
CREDIT SUISSE SECURITIES (USA) LLC (San Francisco CA)
BC
Issued 09/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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