Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Simmerman is a financial advisor at Mutual of America Securities LLC. Julian has been in the financial industry since 2020. Julian is licensed to sell securities in Indiana and Kentucky. Julian is also a registered representative with FINRA and the state of Indiana. Julian's previous employment includes positions at CETERA Investment Services LLC, J.P. Morgan Securities LLC, and Raymond James & Associates, Inc. Julian holds the Series 7TO, SIE and Series 66 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.
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2
IN
08/29/2022 - Present
Mutual OF America Securities LLC (INDIANAPOLIS IN)
IN
12/21/2021 - 07/12/2022
CETERA INVESTMENT SERVICES LLC (INDIANAPOLIS IN)
IN
02/04/2021 - 10/04/2021
J.P. MORGAN SECURITIES LLC (NOBLESVILLE IN)
IN
02/05/2020 - 12/08/2020
RAYMOND JAMES & ASSOCIATES, INC. (Carmel IN)
BOTH
Issued 07/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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