Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Gregory Davis is a financial advisor with Raymond James Financial Services Advisors, Inc. Justin has been in the industry since 2001 and holds a Series 7, 31, and 66 securities license. Justin is a CERTIFIED FINANCIAL PLANNER™ professional. Justin has been registered with Raymond James Financial Services Advisors, Inc. since 2019. Previously, Justin was registered with WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC.. Justin's current employment locations are in Fort Collins, Colorado and Justin has a strong track record of providing financial advice to individual clients, as well as businesses, high-net-worth individuals, 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.
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
CO
08/30/2023 - Present
Raymond James Financial Services Advisors, Inc. (Fort Collins CO)
CO
01/01/2008 - 03/19/2019
WELLS FARGO CLEARING SERVICES, LLC (FORT COLLINS CO)
CO
09/07/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FORT COLLINS CO)
BOTH
Issued 05/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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