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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 Medrano is a financial advisor with Morgan Stanley. Justin is a Registered Representative with a Series 7 and Series 66 license and is a Registered Investment Advisor. Justin holds a Series 9 General Securities Sales Supervisor - Options Module Examination license. Justin is located in Santa Fe, NM and has been in the financial services industry for over 12 years. Prior to joining Morgan Stanley, Justin worked at Merrill Lynch and UBS Financial Services.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NM
03/15/2024 - Present
Morgan Stanley (Santa Fe NM)
NM
08/18/2017 - 01/24/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA FE NM)
NM
09/22/2014 - 08/28/2017
UBS FINANCIAL SERVICES INC. (SANTA FE NM)
NM
09/07/2011 - 09/24/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA FE NM)
NM
05/17/2010 - 07/27/2011
WADDELL & REED, INC. (ALBUQUERQUE NM)
BOTH
Issued 10/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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