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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin James Swope is a financial advisor with Ameriprise Financial Services, LLC, a company with over $479 billion in regulatory assets under management. Justin has been in the financial services industry since 1996, and has been registered with Ameriprise since 2009. Justin is registered to provide investment advice in 26 states, including Texas where Justin is registered as a registered representative and investment advisor representative. Justin holds the Series 63, 65, 7, 8, 9, 10, 31, and SIE licenses. Justin is also a Certified Financial Planner™. Justin has been providing investment advice to individual investors, corporations, trusts and estates, and other institutions for over 25 years. Justin can help you with financial planning, asset allocation, and investment management.
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.
Asset allocation services
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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TX
10/05/2009 - Present
Ameriprise Financial Services, LLC (Houston TX)
TX
03/08/1996 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (FRIENDSWOOD TX)
IA
Issued 10/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/01/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 06/13/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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