Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Reyes is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Julian has been in the securities industry for 2 years. Julian is registered to offer securities in Connecticut, District of Columbia, Florida, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Rhode Island, Texas, Vermont, and Virginia. Julian has passed the Series 7TO, SIE, and Series 66 examinations. Julian also holds an investment advisor representative registration in New Hampshire and Texas. Julian offers services to a variety of clients including individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit sharing plans, and state or municipal government entities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
A percentage of the total value of assets under management is charged.
1
2
NH
06/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MANCHESTER NH)
BOTH
Issued 04/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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