Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Kiddy is a financial advisor with over 10 years of experience in the industry. Justin currently works for Avantax Advisory Services in Mount Pleasant, SC. Justin is a registered representative and investment advisor representative and holds Series 6, Series 63, and Series 65 licenses. Justin also holds the Personal Financial Specialist designation. In addition to providing financial advice, Justin is also an independent insurance agent.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
SC
08/19/2014 - Present
Avantax Advisory Services (MOUNT PLEASANT SC)
NC
02/11/2010 - 08/29/2014
NEW ENGLAND SECURITIES (CHARLOTTE NC)
IA
Issued 02/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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