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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 Murcia is a financial advisor with Fidelity Personal And Workplace Advisors. Julian has been in the industry for 7 years and has a broad range of experience. Julian has a strong track record of success in providing financial advice to individuals, families, and businesses. Julian is committed to helping clients achieve their financial goals. Julian is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7 and Series 66 licenses. Julian is also registered as an Investment Advisor Representative in Rhode Island and Texas.
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.
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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2
RI
02/16/2023 - Present
Fidelity Personal AND Workplace Advisors (PROVIDENCE RI)
RI
06/29/2018 - 01/10/2022
CITIZENS SECURITIES, INC. (RUMFORD RI)
RI
05/04/2017 - 07/06/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENVILLE RI)
RI
12/01/2016 - 04/19/2017
CITIZENS SECURITIES, INC. (PROVIDENCE RI)
RI
03/29/2016 - 11/07/2016
WELLS FARGO ADVISORS, LLC (PROVIDENCE RI)
BOTH
Issued 05/31/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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