Unclaimed
Julian Isiah Brown is a financial advisor with Private Advisor Group, LLC. Julian has been in the industry for 2 years and is registered in several states. Julian offers financial planning, portfolio management, and educational seminars. Julian is a licensed Investment Advisor Representative, Series 66, Series 7TO and SIE. The advisor's main office is located in Morristown, NJ and the firm's main office is in Morristown, NJ. Julian also offers investment advisory services through Private Advisor Group, an independent investment advisor firm. Julian has experience working with a variety of clients including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
01/01/2025 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
BOTH
Issued 12/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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