Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian William-john Beal is a financial advisor registered with Equitable Advisors, LLC and has been in the industry since 2016. Julian has offices in San Francisco, California, and is also registered in California as a Registered Representative (RA) and Investment Advisor Representative (IAR).
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.
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.
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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CA
03/28/2018 - Present
Equitable Advisors, LLC (SAN FRANCISCO CA)
CA
08/09/2016 - 11/29/2017
WADDELL & REED (SHERMAN OAKS CA)
BOTH
Issued 10/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2023
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/09/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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