Unclaimed
Justin McCarthy is a financial advisor with over 15 years of experience in the industry. Justin is currently registered as a Registered Representative (RR) with Mariner Wealth and has a Series 7 license. Justin has held previous positions with MML Investors Services, Inc. and Mass Mutual Life Insurance. Justin specializes in working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit sharing plans, banking and thrift institutions, and pooled investment vehicles. Justin holds the Certified Financial Planner (CFP) designation.
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.
Family office services
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.
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NY
06/08/2021 - Present
Mariner Wealth (NEW YORK NY)
NY
10/16/2006 - 12/14/2006
MML INVESTORS SERVICES, INC. (SYOSSET NY)
BC
Issued 10/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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