Unclaimed
Justin Cole Cuvelier is a registered representative with Ashton Thomas Securities, LLC. Justin is a securities professional with over 12 years of experience in the financial industry. Justin offers a wide range of financial services, including investment planning, portfolio management, and pension consulting. Justin is committed to providing personalized advice to help clients achieve their financial goals. Justin is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, 63, and 66 licenses. Justin is also registered with the state of New York as an investment advisor representative.
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.
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
NY
09/01/2021 - Present
Ashton Thomas Securities, LLC (ROCHESTER NY)
NY
02/25/2011 - 01/28/2013
NYLIFE SECURITIES LLC (FAIRPORT NY)
BOTH
Issued 03/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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