Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Edwin Tart is a financial advisor registered with Raymond James Financial Services Advisors, Inc. with over 13 years of experience in the industry. Justin is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 9, 10, 63, and 65 licenses. Justin's previous experience includes time with WELLS FARGO CLEARING SERVICES, LLC. Currently, Justin works with Raymond James Financial Services Advisors, Inc. and provides financial planning, portfolio management, and other financial services for individuals, businesses, and pension plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
09/02/2020 - Present
Raymond James Financial Services Advisors, Inc. (Kinson NC)
NC
09/27/2004 - 11/07/2017
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE NC)
IA
Issued 10/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/25/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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