Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Franklin Harwell is a financial advisor at Solomon Investments & Financial Planning, LLC. Julian has been in the industry for over 40 years and holds a Series 63, Series 1 and SIE license. Julian has experience working at several firms including Dominion Investor Services, Inc., Ameritas Investment Corp., and L.M. Kohn & Company. Julian specializes in providing financial planning services to individuals, retirement planning, and educational seminars. Julian is also a Chartered Financial Consultant.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
01/25/2021 - Present
Solomon Investments & Financial Planning, LLC (Cumming GA)
GA
01/02/2018 - 12/31/2018
DOMINION INVESTOR SERVICES, INC. (CONYERS GA)
GA
06/28/2005 - 12/31/2017
AMERITAS INVESTMENT CORP. (CONYERS GA)
OH
01/05/1999 - 05/27/2005
L.M. KOHN & COMPANY (CINCINNATI OH)
CA
02/03/1998 - 12/01/1998
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
GA
01/06/1997 - 06/02/1997
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
CA
09/07/1994 - 12/31/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
07/09/1992 - 07/21/1994
PRUCO SECURITIES CORPORATION
NJ
02/11/1982 - 07/21/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/22/1972 - 02/26/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 01/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1972
Series 1 - Registered Representative Examination
Active
Inactive
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