Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sabrina? Claim Your ProfileSabrina Isabella Julian has been in the financial services industry since 2002. Sabrina holds a Series 7, Series 63 and Series 65 licenses. Sabrina is currently registered with Cetera Investment Advisers LLC. Prior to this, Sabrina was with PENSION PLANNERS SECURITIES, INC. and EDWARD JONES. Sabrina offers investment advice to individuals, high-net-worth individuals, corporations and other businesses, charities, and pension plans. Sabrina also provides financial planning services.
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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CA
09/01/2023 - Present
Cetera Investment Advisers LLC (MURPHYS CA)
CA
03/24/2006 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (MORAGA CA)
CA
01/01/2002 - 03/31/2006
EDWARD JONES (ORINDA CA)
IA
Issued 12/9/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/2/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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