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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 Gray Bell is an Investment Advisor Representative at Plante Moran Financial Advisors. Julian has been registered with the Securities and Exchange Commission since July 2022. Julian is licensed to provide investment advice in Michigan. Julian has been in the industry since August 2017 and has a Series 65 license. Plante Moran Financial Advisors is a Registered Investment Advisor with the Securities and Exchange Commission. The firm has offices in Southfield, Michigan, and other locations. Plante Moran Financial Advisors provides financial planning, portfolio management for individuals and businesses. The firm also provides other services, such as investment advisory services and retirement planning.
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.
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.
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MI
07/29/2022 - Present
Plante Moran Financial Advisors (Ann Arbor MI)
IA
Issued 07/29/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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