Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin McCurdy is a financial advisor with Manhattan West Asset Management, LLC. Justin holds Series 7, Series 66, and SIE securities licenses. Justin has been in the financial services industry since 2013. Justin worked for Morgan Stanley prior to joining Manhattan West Asset Management, LLC in 2017. Justin focuses on providing financial planning, portfolio management, and selection of other advisors. Justin specializes in working with individuals, high-net-worth individuals, pooled investment vehicles, corporations or other businesses, and corporations or other businesses.
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.
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.
1
2
CA
06/08/2017 - Present
Manhattan West Asset Management, LLC (LOS ANGELES CA)
CA
08/29/2013 - 10/03/2016
MORGAN STANLEY (LOS ANGELES CA)
BOTH
Issued 09/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Justin McCurdy is the right advisor for you? Invested Better is here to help.
