Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Julian is an investment advisor representative with LPL Financial LLC. Steven has been in the financial services industry since September 2007. Prior to joining LPL Financial, Steven was registered with INVEST Financial Corporation and Edward Jones. Steven holds the Series 66, Series 7 and SIE licenses and is registered with the following states: Colorado, Florida, Georgia, Maryland, North Carolina, Ohio, Oregon, South Carolina, Texas. Steven has been registered with LPL Financial since February 2018.
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.
Consulting and other non-discretionary advisory services
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.
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GA
10/10/2022 - Present
LPL Financial LLC (SUWANEE GA)
GA
03/01/2013 - 02/14/2018
INVEST FINANCIAL CORPORATION (BUFORD GA)
GA
09/17/2007 - 03/04/2013
EDWARD JONES (SUWANEE GA)
BOTH
Issued 09/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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