Unclaimed
Justin Bates is a financial advisor associated with United Advisor Group. Justin has been in the industry since October 2018. Justin has licenses in Missouri. The firm is headquartered in Cincinnati, OH and has a branch in Springfield, MO. Justin specializes in providing financial planning, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
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.
1
2
OH
02/23/2023 - Present
United Advisor Group (CINCINNATI OH)
MO
10/15/2018 - 02/16/2023
THE O.N. EQUITY SALES COMPANY (SPRINGFIELD MO)
BOTH
Issued 12/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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