Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Eigner is a financial advisor at Wells Fargo Clearing Services, LLC with over 19 years of experience in the financial services industry. Justin is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 7, 31, and 63 licenses, as well as a Series 65 license. Justin is also registered to provide investment advice in 36 states. Justin's primary focus is providing investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses. Justin has served clients in the state of Wisconsin since 2009 and also has a branch office in Sussex, WI.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
10/28/2009 - Present
Wells Fargo Clearing Services, LLC (WAUKESHA WI)
WI
04/11/2005 - 10/29/2009
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
02/02/2005 - 04/11/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 07/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 02/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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