Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Zegelman is a financial professional with experience in the securities industry. Julian is currently registered with Finalis Securities LLC in New York, NY and is licensed to conduct business in California, Illinois, and New York. Julian has passed the Series 63, Series 79, and Series 82TO exams, as well as the Securities Industry Essentials Examination (SIE). Prior to joining Finalis Securities, Julian worked for GT Securities, Inc. in Los Angeles, CA.
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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NY
12/21/2022 - Present
Finalis Securities LLC (New York NY)
CA
05/17/2019 - 06/14/2021
GT SECURITIES, INC. (LOS ANGELES CA)
BC
Issued 11/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 05/17/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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