Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Lind is a financial advisor with over 20 years of experience in the industry. Julian is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and has been with the firm since 2013. Before that, Julian worked at First Heartland Capital, Inc. and P.J. Robb Variable Corporation. Julian holds Series 7, 24, 63, and 66 licenses, as well as the SIE designation.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
04/04/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
12/08/2010 - 12/31/2011
FIRST HEARTLAND CAPITAL, INC. (AURORA CO)
TN
12/04/2007 - 01/08/2009
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
CO
03/31/2004 - 11/19/2007
FIRST HEARTLAND CAPITAL, INC. (AURORA CO)
NJ
03/08/2002 - 04/02/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
TX
02/12/2001 - 03/19/2002
STANFORD GROUP COMPANY (HOUSTON TX)
NY
02/03/2000 - 07/20/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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