Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Lawrence Schaffer is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Justin has been in the financial services industry since 2014. Justin has experience with a variety of firms, including U.S. Bancorp Investments, Inc., LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and T. Rowe Price Investment Services, Inc. Justin is registered to provide investment advisory services in 19 states and is currently licensed as a Registered Representative in both Kansas and Nebraska.
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.
1
2
NE
06/10/2022 - Present
Wells Fargo Clearing Services, LLC (OMAHA NE)
MO
04/30/2019 - 06/10/2022
U.S. BANCORP INVESTMENTS, INC. (HIGGINSVILLE MO)
KY
09/21/2018 - 10/02/2018
LPL FINANCIAL LLC (LONDON KY)
TN
08/17/2016 - 10/01/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GALLATIN TN)
FL
03/22/2016 - 08/05/2016
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
FL
07/24/2014 - 10/07/2015
MML INVESTORS SERVICES, LLC (TAMPA FL)
FL
04/08/2013 - 07/14/2014
FIRST INVESTORS CORPORATION (TAMPA FL)
BOTH
Issued 05/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2013
Series 6 - Investment Company Products/Variable Contracts 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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