Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Lee Free is a financial advisor with Schwab Wealth Advisory, Inc. Justin has been a registered representative since 2011, and holds the Series 7, Series 9, Series 10, and Series 66 licenses. Justin specializes in financial planning and portfolio management for both individuals and businesses. Justin has experience working with clients at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services LLC, and Morgan Stanley.
Phoenix, AZ
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
AZ
09/18/2023 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
AZ
10/15/2019 - 09/22/2023
MORGAN STANLEY (GILBERT AZ)
WI
07/11/2018 - 08/23/2019
WELLS FARGO CLEARING SERVICES, LLC (APPLETON WI)
AZ
06/21/2011 - 06/25/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 8/1/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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