Unclaimed
Justin Powell is a registered representative with Morgan Stanley. Justin has been in the financial industry since June 2022 and has experience with E*TRADE Securities LLC. Justin holds FINRA Series 7, 66, and SIE licenses. Justin is registered in 53 states, 3 of which are for Investment Advisory services. Justin has been working with clients of all types, including high-net-worth individuals, insurance companies, and charitable organizations. Justin is committed to helping clients reach their financial goals.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
03/05/2024 - Present
Morgan Stanley (Sandy UT)
GA
06/02/2022 - 09/05/2023
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 10/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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