Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Mitchell Arndt is a financial advisor registered with AE Wealth Management, LLC. Julian has been in the financial services industry for over a year and holds a Series 63 and Series 65 license. Julian's previous experience includes working with Vanguard Marketing Corporation. Julian specializes in providing investment advice to high-net-worth individuals, corporations, and pension plans. Julian is also a financial planner and offers educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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FL
08/28/2023 - Present
AE Wealth Management, LLC (Jacksonville FL)
AZ
09/23/2022 - 04/14/2023
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 07/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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