Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin B Carter is a financial advisor with over 23 years of experience in the financial services industry. Justin is a Registered Representative with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc.. Justin is licensed to provide investment advisory services in Connecticut and Massachusetts. Justin has experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Justin’s office is located in Fiskdale, Massachusetts.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
06/26/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
MA
06/23/2022 - 12/09/2022
CANTELLA & CO., INC. (Malden MA)
FL
05/17/2018 - 04/08/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MA
04/04/2018 - 04/26/2018
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
03/25/2017 - 03/16/2018
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
MA
02/05/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
NY
01/18/2012 - 07/05/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NY
01/06/2003 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
01/18/2012 - 09/05/2013
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
01/18/2012 - 09/05/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
01/06/2003 - 01/11/2010
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
02/03/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
01/27/2003 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MA
07/07/1997 - 12/11/2001
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 03/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/15/2003
Series 24 - General Securities Principal Examination
BC
Issued 06/18/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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