Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Gould is a registered representative with Credit Suisse Securities (usa) LLC and UBS Securities LLC. Julian holds Series 3, 7, 24, 52TO, 63, 99TO and SIE licenses. Julian has been in the industry since 2004 and has a strong track record of providing investment advice to clients. Julian has worked at UBS Financial Services Inc. and Morgan Stanley & Co., Incorporated in the past. Julian is registered in all 50 states and is currently registered with Credit Suisse Securities (usa) 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Transaction-based fee
1
2
NY
10/02/2023 - Present
Credit Suisse Securities (usa) LLC (NEW YORK NY)
NJ
09/02/2022 - 10/03/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/03/2004 - 04/17/2007
MORGAN STANLEY & CO., INCORPORATED (PURCHASE NY)
BC
Issued 07/31/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/18/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/03/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/30/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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