Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Edward French is a financial advisor with UBS Financial Services Inc. Justin is registered with FINRA and the state of Colorado, and is also a registered investment advisor in Texas. Justin has been in the financial industry since 2008. Justin has worked for several firms, including FBL Marketing Services, LLC, Morgan Stanley Smith Barney, BancWest Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Justin holds several licenses and designations, including Series 7, Series 9, Series 10, and Series 66. Justin specializes in providing financial planning, investment management, and retirement planning services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CO
11/04/2019 - Present
UBS Financial Services Inc. (FORT COLLINS CO)
WY
01/14/2011 - 10/05/2017
FBL MARKETING SERVICES, LLC (DOUGLAS WY)
WY
04/09/2010 - 01/11/2011
MORGAN STANLEY SMITH BARNEY (CASPER WY)
WY
03/19/2009 - 01/12/2010
BANCWEST INVESTMENT SERVICES, INC. (GILLETTE WY)
CO
07/18/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT COLLINS CO)
BOTH
Issued 08/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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