Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Gottshall is a financial advisor with PFG Advisors, LLC in Eugene, Oregon. Julian has been in the financial services industry since 2019 and is licensed in Oregon. Julian is passionate about helping individuals, families, and businesses reach their financial goals. Julian has experience providing financial planning, portfolio management, and insurance services.
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OR
09/30/2022 - Present
PFG Advisors (Eugene OR)
OR
03/16/2022 - 06/14/2024
SECURITIES AMERICA, INC. (EUGENE OR)
CA
08/11/2020 - 09/28/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALAMEDA CA)
BOTH
Issued 09/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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