Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Smith is a financial professional with over 14 years of experience in the financial services industry. Justin is registered with Cetera Investment Advisers LLC and holds several licenses, including the Series 6, 7 and 66. Justin is a highly experienced financial professional with a track record of success in helping clients achieve their financial goals. He is also an insurance agent, and specializes in life, health, disability, fixed annuities and long-term care insurance. Justin is dedicated to providing his clients with personalized service and a comprehensive approach to financial 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.
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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2
FL
03/19/2024 - Present
Cetera Investment Advisers LLC (Fort Myers FL)
FL
10/28/2016 - 02/10/2022
M HOLDINGS SECURITIES, INC. (FORT MYERS FL)
FL
09/02/2010 - 11/02/2016
SECURIAN FINANCIAL SERVICES, INC. (FORT MYERS FL)
FL
12/02/2008 - 08/27/2010
NYLIFE SECURITIES LLC (FORT MYERS FL)
BOTH
Issued 04/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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