Unclaimed
Julian Good is a financial advisor at Valmark Advisers, Inc. Julian has been in the financial industry since 1982. Julian is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 6, Series 7, Series 22, and Series 63 license. Julian holds the designation of Chartered Financial Consultant. Julian is also a member of the Touro Infirmary board. Julian is experienced in portfolio management for individuals, businesses, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
1
2
LA
01/04/2021 - Present
Valmark Advisers, Inc. (METAIRIE LA)
LA
04/08/1992 - 10/09/2013
METLIFE SECURITIES INC. (METAIRIE LA)
LA
04/08/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (METAIRIE LA)
NA
12/02/1982 - 03/30/1992
GREEN HILL FINANCIAL SERVICE CORPORATION
BC
Issued 10/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/14/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/01/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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