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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 Koshenina is an investment advisor representative with Raymond James Financial Services Advisors, Inc., currently located in Bartlett, Tennessee. Justin has been in the financial industry since November 2004 and has worked at several firms prior to joining Raymond James Financial Services Advisors, Inc.. Justin is registered as a securities agent in 43 states and is a registered investment advisor in Tennessee. Justin holds several industry licenses including Series 6, 7, 9, 10, 24, 63, and 65. The firm offers several services including financial planning, portfolio management for businesses and individuals, 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
09/30/2024 - Present
Raymond James Financial Services Advisors, Inc. (Bartlett TN)
TN
02/13/2013 - 12/31/2022
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
TN
05/14/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
04/08/2010 - 05/17/2010
SECURIAN FINANCIAL SERVICES, INC. (GERMANTOWN TN)
TN
03/13/2007 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MEMPHIS TN)
MS
12/11/2002 - 03/15/2007
FIRST TENNESSEE BROKERAGE, INC. (OLIVE BRANCH MS)
IA
Issued 10/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/05/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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