Julian SernaCRD Number: 6894505
Current Firm: Citigroup Global Markets Inc.
Julian Serna (CRD# 6894505) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Antonio, TX and has over 4 years of experience in the finance industry.
S.b. Value Partners, LP
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
|Citigroup||San Antonio, TX||Nov 2021 - Current||< 1|
|Ameriprise Financial Services, LLC||Live Oak, TX||Aug 2021 - Oct 2021||< 1|
|Cuna Brokerage Services, Inc.,||Waverly, IA||Nov 2017 - Aug 2021||3|
|Randolph Brooks Federal Credit Union||Live Oak, TX||Jul 2012 - Aug 2021||9|
|Texas State University||San Marcos, TX||Jan 2013 - May 2016||3|
|Austin Community College||Austin, TX||Aug 2010 - Dec 2012||2|
|Target||Pflugerville, TX||Nov 2010 - Jun 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2018|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management43,883MILLIONS
Total Number of Accounts54,186ACCOUNTS
Average Account Value$809,861
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.