Unclaimed
Samuel Julian is a registered investment advisor with Ausdal Financial Partners, Inc. Samuel has been in the industry since March 25, 2002. Samuel has passed the Series 66, Series 7 and SIE exams. Ausdal Financial Partners, Inc. is an investment advisory firm based in Davenport, Iowa. Ausdal Financial Partners, Inc. provides investment advisory services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, charitable organizations and corporations or other businesses.
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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
IN
09/30/2013 - Present
Ausdal Financial Partners, Inc. (Carmel IN)
IN
10/01/2012 - 09/30/2013
SECURITIES SERVICE NETWORK, INC. (NOBLESVILLE IN)
IN
11/05/2009 - 10/11/2012
PROEQUITIES, INC. (CARMEL IN)
IN
05/03/2005 - 11/03/2009
ROYAL ALLIANCE ASSOCIATES, INC. (CARMEL IN)
IN
03/25/2002 - 05/10/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/25/2002 - 05/10/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 05/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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