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 industry. Justin is currently registered with Cetera Investment Advisers LLC in Fort Myers, Florida, and is a Series 6, 7, and 66 licensed professional. Justin has previously worked with M HOLDINGS SECURITIES, INC. and SECURIAN FINANCIAL SERVICES, INC. Justin focuses on providing financial planning, pension consulting, and educational seminars to a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Justin's experience and expertise make him a valuable resource for clients seeking comprehensive financial advice.
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 4/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/1/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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