Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Kattau is an investment advisor representative at Edelman Financial Engines. Justin has been in the financial services industry for over 15 years. Justin has a Series 7, Series 63, and Series 66. Justin specializes in providing financial planning, portfolio management, and other investment-related services to individuals, corporations, and other investment advisors. Justin is also a Vice President of K and M Acres, a farming business.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
OH
06/27/2024 - Present
Edelman Financial Engines (DAYTON OH)
OH
08/09/2010 - 09/08/2014
PNC INVESTMENTS (CINCINNATI OH)
OH
02/24/2010 - 07/07/2010
WADDELL & REED, INC. (CINCINNATI OH)
KY
11/13/2007 - 01/06/2010
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 04/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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