Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Whelan is a financial professional with over 30 years of experience in the industry. Justin Whelan is currently registered with Biechele Royce Advisors, Inc. and Vivaldi Capital Management LP. Justin Whelan has held past registrations with several other firms. Justin Whelan is also the managing member of Sunrise Capital Management LLC, a business that serves as the managing member of several private funds. Justin Whelan has earned the Certified Financial Planner and Chartered Financial Consultant designations and holds the Series 6, 7, 24, 28, 53, 63, and 65 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
04/11/2003 - Present
Biechele Royce Advisors, Inc. (FISHERS IN)
KS
05/10/2001 - 03/28/2014
ALLIANCE AFFILIATED EQUITIES CORPORATION (OVERLAND PARK KS)
IN
04/16/1997 - 07/28/2000
B&R INVESTMENT SERVICES, INC. (INDIANAPOLIS IN)
IN
11/17/1992 - 05/08/1997
CAPITAL SELECT INVESTMENTS CORP. (SULLIVAN IN)
IN
05/05/1993 - 04/18/1995
HASTEN FINANCIAL SERVICES, INC. (KOKOMO IN)
CT
04/24/1990 - 02/03/1993
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
04/24/1990 - 10/19/1992
HOME LIFE INSURANCE COMPANY
IA
Issued 05/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/05/1994
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 06/11/1992
Series 24 - General Securities Principal Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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