Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Passman is a financial advisor with MMA Securities LLC, a firm that provides financial advisory services to retirement plan participants. Julian is registered with FINRA and the state of New York. Julian has been in the industry since March 10, 2021, and has experience with Interactive Brokers Corp. and Vanguard Marketing Corporation. Julian holds the Series 63, Series 7 and SIE exams.
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.
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.
Advisory services to retirement plan participants
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.
Earned based on transactions or products sold.
Based on assets under advisement or per capita
1
2
MA
05/22/2023 - Present
MMA Securities LLC (Boston MA)
CT
12/04/2020 - 09/01/2021
INTERACTIVE BROKERS CORP. (GREENWICH CT)
PA
10/01/2018 - 03/13/2020
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 10/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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