Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Pouncy is a registered representative with Northwestern Mutual Investment Services, LLC in Atlanta, Georgia. Julian's current role is registered representative, but Julian has experience in the financial services industry since 2007, having previously worked with firms such as E*TRADE SECURITIES LLC, VALIC FINANCIAL ADVISORS, INC., PRUCO SECURITIES, LLC., EDWARD JONES, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
GA
06/01/2018 - Present
Northwestern Mutual Investment Services, LLC (Atlanta GA)
GA
07/05/2016 - 09/22/2017
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
09/30/2013 - 06/23/2016
VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)
GA
02/08/2011 - 10/15/2013
PRUCO SECURITIES, LLC. (ATLANTA GA)
GA
02/11/2008 - 01/06/2011
EDWARD JONES (CANTON GA)
GA
07/31/2006 - 12/07/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
BOTH
Issued 09/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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