Julian Esteven Ossa

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 03/2019
  T. Rowe Price
  Tampa, FL
• 03/2019 → Present
  Truist Advisory Services, Inc
  St. Petersburg, FL
• 03/2019 → Present
  Truist Investment Services, Inc.
  St. Petersburg, FL

Previous Registrations

• 2014-06-16 → 2019-03-04
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL

Other Businesses

N/A POSITION: Homeowner NATURE: I am renting out my Wesley Chapel primary home and moving to a rental property in St. Petersburg, near my branches. Reporting OBA since I'll be collecting Rent from Tenants. Address: 27551 Desert Willow Way Wesley Chapel FL 33544 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/19/2019 ADDRESS: , wesley chapel FL , United States DESCRIPTION: Collect rent from Tenants.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-02
• S63 Uniform Securities Agent State Law Examination
  2013-04-26

Designations

• Certified Financial Planner