Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Trent Busby is a financial advisor with over 20 years of experience in the industry. Julian is registered with the state of North Carolina and is currently affiliated with United Planners' Financial Services of America A Limited Partner. Julian has previously worked with Royal Alliance Associates, Inc. and Stephens Inc.. Julian has passed the Series 66, Series 7 and SIE exams. Julian's areas of specialization are retirement planning, college savings, insurance, and estate planning. Julian is also a consultant for Carolina Financial Partners, assisting with troubleshooting office technology problems.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NC
11/13/2008 - Present
United Planners' Financial Services OF America A Limited Partner (MATTHEWS NC)
NC
08/05/2002 - 11/13/2008
ROYAL ALLIANCE ASSOCIATES, INC. (MATTHEWS NC)
AR
08/16/2001 - 07/24/2002
STEPHENS INC. (LITTLE ROCK AR)
BOTH
Issued 08/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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