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Justin Brooks Bunting

Osaic Institutions, Inc.

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About Justin Brooks Bunting

Justin Bunting is a financial advisor who has been working in the industry since 2003. Justin is currently registered with Osaic Institutions, Inc. and has a Series 7, Series 31, Series 63, and Series 65 licenses. Justin has previously been registered with BB&T Investment Services, Inc., Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., and UBS Financial Services Inc.

Firm Information

Justin Bunting is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation services for other advisers

Solicitation services for other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Bunting’s Registration & Firm History

NC

03/04/2014 - Present

Osaic Institutions, Inc. (ROCKY MOUNT NC)

NC

07/22/2008 - 03/03/2014

BB&T INVESTMENT SERVICES, INC. (ROANOKE RAPIDS NC)

NC

04/02/2007 - 08/16/2007

MORGAN STANLEY & CO., INCORPORATED (WINSTON-SALEM NC)

NC

02/25/2005 - 04/02/2007

MORGAN STANLEY DW INC. (WINSTON-SALEM NC)

NJ

07/19/2002 - 03/14/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 08/27/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 07/18/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Brooks Bunting.
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