Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Fensterheim is a registered representative and investment advisor representative with Equitable Advisors, LLC. Julian is licensed in 25 states and the District of Columbia, and has been in the financial services industry for over 10 years. Julian has passed the Series 63, 65, 7, 24, and SIE exams. Julian also has experience in providing financial planning, pension consulting, educational seminars, and selection of other advisors. Julian is affiliated with Equitable Advisors, LLC, which is a financial services firm that provides investment advisory and brokerage services to individuals and businesses.
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.
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.
1
2
NY
04/21/2021 - Present
Equitable Advisors, LLC (NEW YORK NY)
IA
Issued 07/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Julian Fensterheim is the right advisor for you? Invested Better is here to help.
