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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Quasha is a financial advisor with Wells Fargo Clearing Services, LLC. Julian has been in the industry since October 2006 and has experience with both brokerage and investment advisory services. Julian holds licenses for both Series 66 and Series 7 examinations as well as a Series 31 license. Julian's previous roles have included experience at Morgan Stanley & Co. Incorporated, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Julian is currently licensed in 28 states and is an active advisor in both California and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
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2
CA
11/12/2020 - Present
Wells Fargo Clearing Services, LLC (SAN FRANCISCO CA)
CA
06/01/2009 - 04/30/2015
MORGAN STANLEY (SAN FRANCISCO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
CA
10/04/2006 - 04/02/2007
MORGAN STANLEY DW INC. (SAN FRANCISCO CA)
BOTH
Issued 10/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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