Unclaimed
Justin Selig is an investment advisor representative who has been in the financial industry since 2014. Justin currently works at Fidelity Personal And Workplace Advisors. Justin has a Series 7, Series 63, and Series 66 license and is a Certified Financial Planner. Prior to working at Fidelity Personal And Workplace Advisors, Justin worked at Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Justin is registered in multiple states including Florida, Texas, Arizona, California, Colorado, Connecticut, Georgia, Hawaii, Iowa, Kentucky, Maryland, Massachusetts, New Jersey, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Washington and Wisconsin. Justin is a specialist in areas such as portfolio management, financial planning and educational seminars.
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.
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.
1
2
FL
11/02/2021 - Present
Fidelity Personal AND Workplace Advisors (ALTAMONTE SPRINGS FL)
FL
09/17/2015 - 10/11/2021
CHARLES SCHWAB & CO., INC. (Winter Park FL)
FL
03/28/2014 - 09/09/2015
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 10/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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