Unclaimed
Justin McColaugh is a financial advisor at SPC, a firm with offices in Ann Arbor, Michigan and Loveland, Ohio. Justin has been in the industry since 2004 and holds both Series 7 and Series 66 securities licenses. Justin specializes in working with individuals, high net worth individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Justin's firm provides a variety of advisory services including financial planning, portfolio management, and pension consulting.
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.
Consultation services
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.
Seminar attendance fees
1
2
OH
01/18/2013 - Present
SPC (Loveland OH)
OH
10/05/2009 - 01/22/2013
AMERIPRISE FINANCIAL SERVICES, INC. (BLUE ASH OH)
OH
02/04/2008 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (BLUE ASH OH)
OH
11/01/2004 - 02/09/2006
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MO
04/01/2003 - 09/23/2004
EDWARD JONES (ST. LOUIS MO)
NY
10/12/2001 - 01/02/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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