Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Pascua is a financial advisor at PFS Investments Inc., a firm with over 59,000 clients and over $8 billion in assets under management. Julian is registered in California and has been in the industry since April 26, 2017. Julian holds the Series 6, Series 63, and SIE licenses. Julian’s expertise lies in providing investment advisory services to individuals, and the firm specializes in providing investment management services to a variety of clients, including individuals, corporations, and charitable organizations.
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.
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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CA
04/27/2017 - Present
PFS Investments Inc. (FRESNO CA)
BC
Issued 05/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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