Unclaimed
Justin Naegle is a financial advisor with Voya Financial Advisors, Inc. Justin has been working in the financial services industry since 2008. Justin is licensed to provide investment advice and securities trading services in multiple states. Justin has experience providing financial planning, portfolio management, and educational seminars for both individuals and businesses. Justin also has experience working with charitable organizations. Justin is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
05/24/2021 - Present
Voya Financial Advisors, Inc. (SALEM OR)
OR
11/15/2010 - 02/12/2014
ING INVESTMENT ADVISORS, LLC (SALEM OR)
NY
07/20/1998 - 07/18/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 03/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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