Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin McKay is a registered representative with Wells Fargo Clearing Services, LLC. Justin has been in the industry since January 2009. Justin is registered in Colorado, Connecticut, District of Columbia, Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Justin has passed the Series 63, Series 66, Series 7, and SIE exams. Justin has previously been employed at BB&T Investment Services, Inc., Fidelity Brokerage Services LLC, MetLife Securities Inc., and AXA Advisors, LLC. Justin is also a co-trustee for his father's trust, a trustee for his stepmother, a board member for the Belmont Homeowners Association, and has power of attorney for his father.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
11/21/2019 - Present
Wells Fargo Clearing Services, LLC (RALEIGH NC)
NC
11/19/2013 - 12/08/2017
BB&T INVESTMENT SERVICES, INC. (SMITHFIELD NC)
NC
07/25/2011 - 09/04/2013
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
NY
03/05/2009 - 07/08/2011
METLIFE SECURITIES INC. (NEW YORK NY)
NY
10/21/2008 - 02/25/2009
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 12/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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