Unclaimed
Justin Giacona is an investment advisor representative registered with Cerity Partners LLC in New Jersey. Justin has been in the industry since 2022 and has a Series 65 license. Justin works with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Justin offers financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
02/28/2023 - Present
Cerity Partners LLC (WESTFIELD NJ)
IA
Issued 07/01/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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