Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Hudnall is a financial advisor at Fidelity Personal and Workplace Advisors, a firm with approximately $1 billion - $10 billion in assets under management. Justin has been in the industry for 18 years. Justin is registered with the Securities and Exchange Commission (SEC) and is licensed to provide investment advice in 55 states. Justin holds the Series 7, Series 63 and Series 66 licenses, as well as the SIE license. Justin specializes in retirement planning, college planning, and investment management. Justin works with individuals, families, and businesses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KY
06/24/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
ME
11/09/2009 - 11/20/2019
PNC FUNDS DISTRIBUTOR, LLC (PORTLAND ME)
OH
08/31/2007 - 10/30/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
05/14/2007 - 08/10/2007
ALPS DISTRIBUTORS, INC. (CINCINNATI OH)
OH
12/01/2005 - 05/11/2007
BISYS FUND SERVICES LIMITED PARTNERSHIP (CINCINNATI OH)
OH
07/19/2002 - 10/10/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
BOTH
Issued 03/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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