Best Investors
Account
Sign in
Best Investors
Account
Sign in
Two University Plaza #100, Hackensack, NJ 07601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-09 |
| FL | RA | APPROVED | 2021-10-06 |
| NY | RA | APPROVED | 2021-08-12 |
| NJ | RA | APPROVED | 2017-03-23 |
Branch Locations
Two University Plaza #100, Hackensack, NJ 07601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Julien Financial, Llc | Hackensack | NJ | 05/2005 | Present |
| National Wealth Management, Llc | Moonachie | NJ | 08/2007 | 03/2017 |
| Bruce Julien, Sole Proprietor | Hackensack | NJ | 01/1991 | Present |
| Julien Planning, Llc | Hackensack | NJ | 03/2017 | Present |
Bruce Julien, Sole Proprietor; Insurance Agent; 01/1991; selling and servicing fixed insurance products; Hackensack, NJ; 60 hr/mo, 40 during securities trading. Julien Financial, LLC; Tax Preparer; 05/2005; tax preparation; Hackensack, NJ; 40 hr/mo, 10 during securities trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-09 |
Reach out to this advisor