Unclaimed
Justin Westenskow is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Justin is active in both the securities and investment advisory businesses. Justin's career in the financial industry began on October 18, 2016. In addition to being registered with Fidelity Personal And Workplace Advisors, Justin was previously registered with FIDELITY BROKERAGE SERVICES LLC. Justin holds Series 63, 66, and 7 licenses and is licensed to conduct business in all 50 states and the District of Columbia.
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.
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.
1
2
UT
06/09/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
05/20/2011 - 12/03/2015
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 05/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/28/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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