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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julius? Claim Your ProfileJulius Freeman is a financial advisor with Fidelity Personal and Workplace Advisors. Julius has been in the industry since 2016 and holds Series 6, 7, 63 and 66 licenses. Julius has experience with a variety of financial institutions, including Wells Fargo Clearing Services, LLC, JP Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Julius is registered to provide financial advice in 53 states and the District of Columbia. Julius is also the owner/operator/CEO of Sole Surf LLC, a business that buys and sells sports memorabilia.
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.
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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2
CA
11/05/2021 - Present
Fidelity Personal AND Workplace Advisors (APTOS CA)
CA
04/18/2019 - 09/08/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTS VALLEY CA)
CA
12/01/2017 - 03/28/2019
J.P. MORGAN SECURITIES LLC (SANTA CRUZ CA)
CA
02/27/2015 - 12/01/2017
WELLS FARGO CLEARING SERVICES, LLC (SANTA CRUZ CA)
BOTH
Issued 06/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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