Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Burdo is a financial advisor with over 15 years of experience in the financial services industry. Justin is currently registered with Wells Fargo Clearing Services, LLC, and provides financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Justin has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Prior to joining Wells Fargo, Justin worked for UBS Financial Services Inc., Morgan Stanley, and Citigroup Global Markets Inc. Justin holds FINRA Series 3, 7, 9, 10, 66, 99TO, and SIE licenses. Justin is also a registered investment advisor in Florida, New York, and Texas.
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.
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.
Investment consulting services to institutional clients
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
05/09/2024 - Present
Wells Fargo Clearing Services, LLC (FORT LAUDERDALE FL)
CT
06/09/2020 - 04/07/2021
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
FL
10/14/2015 - 01/23/2020
WELLS FARGO CLEARING SERVICES, LLC (FORT LAUDERDALE FL)
FL
04/22/2015 - 10/19/2015
MORGAN STANLEY (FT. LAUDERDALE FL)
MO
02/27/2009 - 04/07/2015
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
NY
07/03/2008 - 03/23/2009
CITIGROUP GLOBAL MARKETS INC. (ROCHESTER NY)
BOTH
Issued 07/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/11/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2010
Series 3 - National Commodity Futures Examination
BC
Issued 07/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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