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Julian Lincoln Van ostrand

Northern Trust Securities, Inc.

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About Julian Lincoln Van ostrand

Julian Lincoln Van ostrand is a financial professional with over 15 years of experience in the industry. Julian is currently registered with Northern Trust Securities, Inc. and has been with the firm since 2008. Prior to joining Northern Trust Securities, Inc., Julian was employed by Vision Investment Services, Inc. and Coyle Securities, L.L.C. Julian holds a Series 7, 55, 63 and 66 licenses and is registered with the state of Illinois to provide investment advice.

Firm Information

Julian Van ostrand is currently registered with Northern Trust Securities, Inc.. Northern Trust Securities, Inc. is a corporation headquartered in Chicago, IL, formed in 1979. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer selection of other advisers. Northern Trust Securities, Inc. is registered with the SEC and in 53 states. They manage approximately $1,026,259,255 in regulatory assets.
Northern Trust Securities, Inc.

333 S. WABASH AVENUE

CHICAGO, IL 60604

$1.03B

Assets Under Management

2,110

Total Clients

282

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julian Van ostrand’s Registration & Firm History

IL

02/05/2015 - Present

Northern Trust Securities, Inc. (WINNETKA IL)

IL

01/13/2011 - 09/30/2011

VISION INVESTMENT SERVICES, INC. (WINNETKA IL)

IL

09/14/2005 - 05/21/2008

COYLE SECURITIES, L.L.C. (GLENVIEW IL)

IL

11/30/2000 - 11/13/2001

WEB STREET SECURITIES, INC. (DEERFIELD IL)

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Licenses & Designations

BOTH

Issued 02/02/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/26/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2005

Series 7 - General Securities Representative Examination

BC

Issued 07/31/2001

Series 55 - Limited Representative-Equity Trader Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julian Lincoln Van ostrand.
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