Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Capetola is an Investment Advisor Representative associated with Blue Bell Private Wealth Management, LLC. Justin is a registered Investment Advisor Representative in Pennsylvania and Texas. Justin has been in the industry since 2003. Justin has experience in various areas, including Portfolio Management for Individuals and Businesses, Financial Planning, and more.
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.
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.
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PA
11/14/2023 - Present
Blue Bell Private Wealth Management, LLC (BLUE BELL PA)
PA
01/31/2007 - 10/16/2007
CUMBERLAND BROKERAGE CORPORATION (ARDMORE PA)
NY
07/08/2003 - 04/11/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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