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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Mason Bynum is a financial advisor at Raymond James & Associates, Inc. Julian has been working in the financial industry since 2002, and has extensive experience in providing financial advice and services to a wide range of clients. Julian holds a variety of licenses and certifications, including Series 7, 24, 63, 79 and SIE exams. Julian is registered to conduct business in 53 states and the District of Columbia. Previously Julian has worked at Sterne, Agee & Leach, Inc. and Guggenheim Securities, LLC. At Raymond James, Julian specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Julian has a diverse client base, including individuals, families, corporations, and institutions.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/15/2015 - Present
Raymond James & Associates, Inc. (New York NY)
NY
01/11/2011 - 06/24/2015
STERNE, AGEE & LEACH, INC. (NEW YORK NY)
NY
02/17/2010 - 12/22/2010
GUGGENHEIM SECURITIES, LLC (NEW YORK NY)
NY
09/18/2002 - 02/05/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 10/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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