Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julius? Claim Your ProfileJulius Cobb is a financial advisor registered with Morgan Stanley. Julius has been in the industry since November 2009 and has passed the Series 3, 4, 7, 9, 10 and 66 exams. Julius is registered in 53 states and the District of Columbia, as well as in Oregon and Texas. Julius is also a registered investment advisor in Oregon. Julius is affiliated with Morgan Stanley and is also a registered representative of the firm.
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
OH
04/23/2020 - Present
Morgan Stanley (Pepper Pike OH)
MO
05/13/2014 - 07/29/2019
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
11/22/2013 - 11/17/2014
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
06/15/2011 - 11/26/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
11/12/2009 - 11/26/2013
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
BOTH
Issued 11/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2019
Series 4 - Registered Options Principal Examination
BC
Issued 02/10/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2018
Series 3 - National Commodity Futures Examination
BC
Issued 11/11/2009
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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