Unclaimed
Justan Tru Stringham has been a registered representative for over 20 years. Justan is a registered representative of Fidelity Personal AND Workplace Advisors, where Justan has been employed since July 2018. Previously Justan was employed by E*TRADE SECURITIES LLC in Washington, DC and Alpharetta, GA. Justan is also a registered investment advisor with Fidelity Personal AND Workplace Advisors and has been registered with the state of Utah since July 2018. Justan provides financial planning services to high net worth individuals, corporations or other businesses, individuals other than high net worth, pension and profit sharing plans and charitable organizations. Justan also specializes in portfolio management for businesses and individuals. Justan is registered with the state of Texas and Utah.
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.
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.
1
2
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (KAYSVILLE UT)
DC
09/18/2017 - 11/16/2017
E*TRADE SECURITIES LLC (WASHINGTON DC)
GA
07/08/2009 - 11/30/2016
E*TRADE SECURITIES LLC (ALPHARETTA GA)
UT
08/10/1995 - 02/10/2009
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 12/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/09/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/04/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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