Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Morin is a financial advisor with over 10 years of experience in the industry. Justin is currently registered with Citigroup Global Markets Inc. Justin has a strong background in securities and investment advisory services. Justin has experience working for Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, and JP Morgan Securities LLC. Justin specializes in providing financial advice to individuals, corporations, businesses, and pension and profit-sharing 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.
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.
Asset allocation advice
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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2
CA
03/16/2020 - Present
Citigroup Global Markets Inc. (REDLANDS CA)
CA
06/13/2017 - 09/13/2017
J.P. MORGAN SECURITIES LLC (YUCAIPA CA)
CA
01/03/2011 - 06/08/2017
WELLS FARGO CLEARING SERVICES, LLC (BEAUMONT CA)
CA
03/23/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (REDLANDS CA)
IA
Issued 03/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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