Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Harkless is a financial advisor associated with Charles Schwab & CO., Inc. Julian is registered with the Financial Industry Regulatory Authority (FINRA) and is a licensed securities agent in all 50 states. Julian has been in the industry since May 2024. The advisor has passed the General Securities Representative Examination (Series 7), the Securities Industry Essentials Examination (SIE), and the Uniform Securities Agent State Law Examination (Series 63). Julian is currently employed at Charles Schwab & CO., Inc. in Westlake, TX.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
05/31/2024 - Present
Charles Schwab & CO., Inc. (Westlake TX)
BC
Issued 06/11/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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