Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Porrett is a financial advisor at Stifel, Nicolaus & Company, Inc.. Justin has been in the industry since 2013 and holds licenses to provide investment advisory services in Arizona, California, Colorado, Florida, Georgia, Idaho, Kansas, Michigan, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, South Dakota, Texas, Utah and Virginia. Justin is also a Certified Financial Planner. Justin has experience working at RBC Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Stifel Nicolaus & Company, Inc..
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.
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
CA
12/11/2019 - Present
Stifel, Nicolaus & Company, Inc. (NEWPORT BEACH CA)
CA
06/22/2018 - 12/11/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL SEGUNDO CA)
CA
06/09/2016 - 07/03/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEWPORT BEACH CA)
CA
08/12/2013 - 07/08/2016
RBC CAPITAL MARKETS, LLC (NEWPORT BEACH CA)
BOTH
Issued 09/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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