Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Youngwoo Cho is a registered investment advisor representative with Morgan Stanley in New Brunswick, NJ. Julian has been in the financial services industry since 2010 and has held previous positions with J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Reid & Ruddiger LLC, and John Thomas Financial. Julian holds a Series 7 and Series 63 license and is also registered as an investment advisor representative. Julian is committed to providing clients with personalized financial advice and guidance.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
12/14/2017 - Present
Morgan Stanley (New Brunswick NJ)
NJ
06/10/2014 - 11/24/2017
J.P. MORGAN SECURITIES LLC (WEST CALDWELL NJ)
NJ
07/21/2011 - 04/07/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
08/10/2010 - 06/28/2011
MORGAN STANLEY SMITH BARNEY (SHORT HILLS NJ)
NY
07/23/2009 - 04/08/2010
REID & RUDIGER LLC (NEW YORK NY)
NY
05/20/2009 - 06/23/2009
JOHN THOMAS FINANCIAL (NEW YORK NY)
IA
Issued 11/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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