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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 Kennedy Tackett is an Investment Advisor Representative at Meld Financial, Inc. Justin is registered with the state of Alabama and holds the Series 65 license. Justin has been in the financial industry since May 2023 and has prior experience with John Graham & Associates in East Peoria, Illinois. Justin's specialties include financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Social security and medicare consulting, individual consulting and financial wellness educational programs
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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AL
08/28/2024 - Present
Meld Financial, Inc. (BIRMINGHAM AL)
IA
Issued 08/27/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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