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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 Montaque-williams is an investment advisor representative associated with TD Private Client Wealth LLC, a firm headquartered in New York, New York. Julian has over 7 years of experience in the financial services industry and has held prior roles at HSBC Securities (USA) Inc. and J.P. Morgan Securities LLC. Julian has passed the Series 6, Series 63, Series 65, and SIE exams and has a current registration in Connecticut, New Jersey, and New York. TD Private Client Wealth LLC is a large firm with over $1 billion to $10 billion in assets under management and specializes in portfolio management, financial planning, pension consulting and more.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/05/2022 - Present
TD Private Client Wealth LLC (NEW YORK NY)
NY
01/20/2016 - 05/05/2017
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NY
07/26/2014 - 01/05/2016
J.P. MORGAN SECURITIES LLC (BRONX NY)
IA
Issued 05/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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