Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Lake is a financial professional with over 20 years of experience in the securities industry. Justin is currently registered with Wolfe Research Securities in New York, NY. Justin has held previous positions at J.P. Morgan Securities LLC, UBS Securities LLC, and Bear, Stearns & Co. Inc. Justin holds FINRA Series 7, 24, 63, 87, and SIE licenses.
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.
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.
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NY
08/02/2016 - Present
Wolfe Research Securities (New York NY)
NY
06/11/2012 - 06/04/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
11/23/2001 - 03/23/2012
UBS SECURITIES LLC (NEW YORK NY)
NY
10/08/2001 - 10/17/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 10/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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