Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Winters is a financial advisor with Hightower Advisors, LLC in Chicago, Illinois. Justin has been in the industry since June 2006, and has experience at UBS Financial Services Inc. and Sanford C. Bernstein & Co., LLC. Justin has Series 3, 7, 63, and 66 licenses. Justin is also a Certified Financial Planner. Justin has worked with a variety of clients, including individuals, high net worth individuals, insurance companies, pension and profit sharing plans, corporations, charitable organizations, and state or municipal government entities. Justin's primary focus is on financial planning, portfolio management, and selection of other advisors. Justin has a strong commitment to providing personalized and comprehensive financial services.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
03/18/2021 - Present
Hightower Advisors, LLC (CHICAGO IL)
NY
09/25/2008 - 10/04/2013
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
06/01/2006 - 10/06/2008
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BOTH
Issued 08/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2009
Series 3 - National Commodity Futures Examination
BC
Issued 05/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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