Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Patrick Tu is a financial advisor with Allstate Financial Services, LLC. Julian is registered in California and Texas, and has been working in the industry since 1999. Julian holds the Series 6, 7, and 63 securities licenses.
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.
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.
1
2
CA
05/01/2001 - Present
Allstate Financial Services, LLC (Sherman Oaks CA)
NE
10/06/1999 - 03/12/2001
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NA
05/25/1988 - 09/16/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
05/25/1988 - 09/16/1988
IDS LIFE INSURANCE COMPANY
BC
Issued 09/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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