Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julius? Claim Your ProfileJulius Frederick Brauner has been in the financial services industry since 1980. Julius is currently registered with Osaic Wealth, Inc. and has been in that role since 2024. Prior to that, Julius was with Securities America, Inc., serving as an investment advisor representative. Julius has a broad range of experience, having worked with various firms in the past. His professional background includes working as an insurance agent and co-trustee of The Brauner Company Profit Sharing Plan. Julius has a commitment to serving clients and providing them with the best possible advice.
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.
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
06/14/2024 - Present
Osaic Wealth, Inc. (WOODSIDE CA)
CA
05/29/1990 - 06/14/2024
SECURITIES AMERICA, INC. (WOODSIDE CA)
AZ
11/19/1989 - 05/31/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/09/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/03/1984 - 01/19/1987
PLANVEST CAPITAL CORPORATION
NA
04/01/1980 - 08/14/1984
EQUITEC SECURITIES COMPANY
BC
Issued 05/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1990
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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