Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Copeland is a registered representative with Pgim Investments LLC. Julian is currently registered in New Jersey. Julian has been in the industry since 2015. Julian has passed the Uniform Combined State Law Examination. Julian's previous employment includes positions at BlackRock Investments, LLC and Lehigh University. Julian's specialties are investment companies, institutional clients, private funds, and registered investment companies.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
10/25/2024 - Present
Pgim Investments LLC (Newark NJ)
Active
Inactive
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