Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Ross is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC located in San Diego, CA. Justin has been in the industry since 2017 and holds Series 66, Series 7, and SIE licenses. Justin has previously worked with J.P. Morgan Securities LLC and Morgan Stanley. Justin is registered with 35 states and specializes in providing investment consulting services to institutional clients. Justin is also a notary public.
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.
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.
Investment consulting services to institutional clients
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.
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2
CA
02/09/2022 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
03/01/2019 - 01/26/2022
J.P. MORGAN SECURITIES LLC (San Diego CA)
CA
02/24/2017 - 10/02/2017
MORGAN STANLEY (SAN DIEGO CA)
BOTH
Issued 04/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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