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Julien Jay arthur Borel

Quantech Solution Partners North America Inc.

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About Julien Jay arthur Borel

Julien Borel is a registered investment advisor representative with Quantech Solution Partners North America Inc. Julien has been in the industry since 2010. Julien has experience with Barclays Capital Inc., BOFA Securities, Inc., and Merrill Lynch. Julien holds Series 63, 66, 7 and 24 licenses. Julien is registered in New York and provides investment advisory services to individuals, businesses and foundations. Julien specializes in SWAPs and portfolio management for businesses.

Firm Information

Julien Borel is currently registered with Quantech Solution Partners North America Inc.. Quantech Solution Partners North America Inc. is an investment advisor registered with the SEC. They are based in New York, NY and have 9 employees. The firm manages approximately $197,060,000 in assets for 1 client. The firm primarily provides portfolio management services for businesses, including SWAPS. They also serve foundations.
Quantech Solution Partners North America Inc.

401 PARK AVENUE SOUTH

NY, NY 10016

$197.06M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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swaps

Swaps

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julien Borel’s Registration & Firm History

NY

08/05/2022 - Present

Quantech Solution Partners North America Inc. (NY NY)

NY

04/26/2021 - 06/16/2022

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

05/10/2019 - 04/27/2021

BOFA SECURITIES, INC. (NEW YORK NY)

NY

09/21/2017 - 05/10/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/05/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/26/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/07/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julien Jay arthur Borel.
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