Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Sheik is a financial advisor with over 10 years of experience in the financial services industry. Justin has worked for several firms including Ameriprise Financial Services, Inc., LPL Financial LLC, and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Justin holds a Series 6, Series 7, and Series 63 securities license. Justin also holds a Series 65 Investment Advisor Representative license. Justin is currently registered as a broker with First Citizens Investor Services, Inc. in South Carolina and is also registered as an Investment Advisor Representative in South Carolina. Justin specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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
SC
03/02/2021 - Present
First Citizens Investor Services, Inc. (Batesburg SC)
SC
02/28/2018 - 01/15/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (COLUMBIA SC)
SC
04/24/2017 - 12/07/2017
AMERIPRISE FINANCIAL SERVICES, INC. (BLYTHEWOOD SC)
NC
09/28/2016 - 03/15/2017
LPL FINANCIAL LLC (MATTHEWS NC)
NC
11/15/2013 - 03/17/2016
PURSHE KAPLAN STERLING INVESTMENTS (MATTHEWS NC)
NC
08/22/2011 - 01/03/2012
PRINCOR FINANCIAL SERVICES CORPORATION (CHARLOTTE NC)
IA
Issued 10/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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