Unclaimed
Julian Poydence is a financial professional with over 24 years of experience in the financial services industry. Julian is currently registered with Avantax Investment Services, Inc. and holds a Series 6, Series 63, and SIE licenses. Julian has a wide range of experience and is registered in multiple states, offering services to a variety of clients.
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.
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.
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2
IL
12/02/1998 - Present
Avantax Investment Services, Inc. (NAPERVILLE IL)
BC
Issued 11/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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