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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Weiss is a financial advisor with over 10 years of experience in the financial services industry. Justin holds Series 7, 66, and SIE licenses. Justin specializes in asset allocation advice, financial planning, pension consulting, and portfolio management. Justin works with a variety of clients, including individuals, families, corporations, and institutions. Justin's firm, Morgan Stanley, is a leading global financial services firm that provides a wide range of services, including investment banking, wealth management, and investment management. Justin's experience, combined with the resources of Morgan Stanley, allows him to provide clients with a comprehensive range of 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/11/2020 - Present
Morgan Stanley (Los Angeles CA)
IL
10/30/2015 - 02/28/2018
GOLDMAN SACHS & CO. LLC (CHICAGO IL)
CA
06/15/2011 - 10/14/2015
CREDIT SUISSE SECURITIES (USA) LLC (LOS ANGELES CA)
CA
09/22/2010 - 06/22/2011
DEUTSCHE BANK SECURITIES INC. (LOS ANGELES CA)
BOTH
Issued 12/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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