Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Harris Kaplan is a financial advisor with Equitable Advisors, LLC. Justin has been in the industry since 2019. Justin is registered to provide financial advice in 16 states, including California, Colorado, Connecticut, Florida, Georgia, Maryland, Massachusetts, Nevada, New Jersey, New Mexico, New York, Pennsylvania, Rhode Island, Texas, Virginia, and Washington. Justin has a strong understanding of financial planning and portfolio management, and has experience working with individuals, high-net-worth individuals, charitable organizations, corporations and businesses, and pension and profit-sharing plans. Justin is dedicated to providing his clients with the best possible financial advice and guidance.
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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NY
05/27/2020 - Present
Equitable Advisors, LLC (NEW YORK NY)
BOTH
Issued 05/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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