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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 Agbonbhase is a financial advisor registered with Morgan Stanley. Julius is registered with the state of California, as well as Texas, to provide investment advice to a wide range of clients, including high net worth individuals, corporations, and pension plans. Julius has been in the industry since October 2008. Julius has also worked with E*TRADE Securities LLC in the past. Julius is a Series 66, Series 7 and SIE licensed. Julius is registered with FINRA and the state of California.
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
CA
11/16/2018 - Present
Morgan Stanley (San Jose CA)
CA
04/25/2013 - 12/14/2018
E*TRADE SECURITIES LLC (CUPERTINO CA)
CA
12/03/2010 - 05/02/2013
MORGAN STANLEY (SAN JOSE CA)
CA
10/03/2008 - 11/10/2010
WADDELL & REED, INC. (CAMPBELL CA)
BOTH
Issued 10/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2008
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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