Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin David Rees is an experienced financial advisor with over 14 years in the industry. Justin is currently registered with Avantax Advisory Services and holds Series 7, Series 63 and Series 66 licenses. Justin is also a Certified Financial Planner. Previously, Justin was registered with Robert W. Baird & Co. Incorporated and Wells Fargo Advisors, LLC. Justin specializes in providing financial planning and portfolio management services to individuals and businesses. Justin's office is located in Sarasota, Florida.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
06/26/2020 - Present
Avantax Advisory Services (DALLAS TX)
FL
06/29/2012 - 07/15/2020
ROBERT W. BAIRD & CO. INCORPORATED (SARASOTA FL)
FL
11/24/2010 - 07/02/2012
WELLS FARGO ADVISORS, LLC (SARASOTA FL)
FL
08/19/2008 - 11/02/2010
ROBERT W. BAIRD & CO. INCORPORATED (TAMPA FL)
BOTH
Issued 12/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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