Unclaimed
Justin Chase Newman is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Justin is a registered representative and investment advisor representative, with over 7 years of experience in the financial services industry. Justin has been with Raymond James Financial Services Advisors, Inc. since March 2018, and previously worked with SunTrust Investment Services, Inc. Justin holds the Series 7, Series 24, and Series 66 licenses. Justin has a broad range of experience in the financial services industry and is committed to providing his clients with personalized financial advice and investment solutions. Justin is also a member of Pinnacle Asset Management and Pinnacle Bank. Justin offers a wide range of investment products and services, including financial planning, portfolio management, and retirement planning.
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
TN
03/19/2018 - Present
Raymond James Financial Services Advisors, Inc. (NASHVILLE TN)
TN
02/02/2016 - 03/20/2018
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
BOTH
Issued 11/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/2/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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