Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Saldana is a financial advisor who has been working in the industry since December 2006. Julian is currently registered with Lion Street Advisors, LLC and is also a registered representative of the firm. Julian is a graduate of the University of Texas at Austin and has a strong understanding of the financial markets. Julian is committed to helping clients reach their financial goals and providing them with the best possible financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
09/28/2021 - Present
Lion Street Advisors, LLC (AUSTIN TX)
TX
06/19/2018 - 09/23/2021
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
03/25/2017 - 06/21/2018
MML INVESTORS SERVICES, LLC (AUSTIN TX)
TX
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (AUSTIN TX)
TX
09/14/2009 - 01/02/2015
NEW ENGLAND SECURITIES (AUSTIN TX)
TX
12/07/2006 - 09/08/2009
AXA ADVISORS, LLC (AUSTIN TX)
BOTH
Issued 12/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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