Unclaimed
Andrew Charles Justice is a financial advisor in Scottsdale, Arizona. Andrew has been in the industry for over 15 years. Andrew is registered with the state of Colorado and is an investment advisor representative with Trajan Wealth, LLC. Andrew's firm has 34 investment advisor representatives. Andrew specializes in providing financial planning, educational seminars, and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1031 advisory fees
1
2
CO
10/05/2022 - Present
Trajan Wealth, LLC (LOVELAND CO)
IL
01/11/2007 - 01/29/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (VERNON HILLS IL)
BOTH
Issued 08/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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