Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Julien is a financial advisor with Fidelity Personal And Workplace Advisors. Thomas has been in the financial services industry since 2010. Thomas has a wide range of experience in helping clients with their financial needs, including retirement planning, investment management, and financial planning. Thomas is registered with the state of Michigan and Texas. Thomas is also registered with FINRA.
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.
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
MI
07/20/2023 - Present
Fidelity Personal AND Workplace Advisors (BROWNSTOWN MI)
MI
06/24/2019 - 04/28/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (PLYMOUTH MI)
MI
09/16/2014 - 09/25/2018
FSC SECURITIES CORPORATION (TRENTON MI)
GA
04/06/1993 - 12/31/1997
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 11/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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