Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Sautter is an investment advisor representative at Meridian Wealth Management, LLC, a registered investment advisor firm based in Lexington, KY. Justin has over 20 years of experience in the financial services industry and holds the Series 63, Series 66, Series 7 and Series 24 licenses. He is a licensed investment advisor in Florida and Kentucky. Before joining Meridian Wealth Management, Justin held positions at Nollenberger Capital Partners Inc. and Wells Fargo Securities, LLC. Justin has a strong track record of providing clients with personalized financial advice and investment management 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.
A percentage of the total value of assets under management is charged.
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KY
09/22/2020 - Present
Meridian Wealth Management, LLC (LEXINGTON KY)
CA
09/29/2005 - 11/28/2007
NOLLENBERGER CAPITAL PARTNERS INC. (SAN FRANCISCO CA)
CA
05/20/1999 - 08/19/2005
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
BOTH
Issued 10/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 05/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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