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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Forrest Peters is an investment advisor representative at Edelman Financial Engines. Julian has been in the financial services industry for over 7 years. They are licensed to provide investment advisory services in Arizona and Texas. Julian holds the Series 6, Series 7, Series 63, and Series 65 licenses. They have previously worked at VANGUARD MARKETING CORPORATION and PRUCO SECURITIES, LLC.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
AZ
04/03/2020 - Present
Edelman Financial Engines (PHOENIX AZ)
AZ
05/13/2014 - 06/11/2018
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
10/28/2011 - 01/08/2014
PRUCO SECURITIES, LLC. (PHOENIX AZ)
IA
Issued 07/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/26/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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