Unclaimed
Benjamin West Justice is an investment advisor representative with Soltis Investment Advisors, LLC. Benjamin has been working in the financial services industry since December 2012. Benjamin is registered with the state securities regulators in California, Nevada and Utah. Benjamin is licensed to provide investment advice to individuals, high net worth individuals, pension and profit-sharing plans, corporations or other businesses and charitable organizations. The investment advice provided by Benjamin includes portfolio management for individuals, portfolio management for businesses, financial planning, pension consulting, 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.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
UT
07/26/2016 - Present
Soltis Investment Advisors, LLC (ST. GEORGE UT)
AZ
12/17/2012 - 04/25/2016
FIDELITY BROKERAGE SERVICES LLC (CHANDLER AZ)
BOTH
Issued 03/31/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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