Unclaimed
Justin Carr is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. based in St. Louis, MO. Justin has over 10 years of experience in the financial services industry, and holds both Series 7 and Series 63 licenses. Justin also holds a Series 65 license and provides investment advisory services. Justin has previously been registered with WELLS FARGO ADVISORS, LLC and CAMBRIDGE INVESTMENT RESEARCH, INC. Justin is a financial advisor with experience serving a variety of clients including individuals, high net worth individuals, corporations and other businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Justin's firm specializes in providing financial planning, portfolio management, and other investment advisory services.
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.
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
MO
11/12/2015 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
09/02/2014 - 10/15/2015
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
06/18/2012 - 06/25/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (SAINT CHARLES MO)
MO
10/31/2011 - 06/19/2012
SUNSET FINANCIAL SERVICES, INC. (ST CHARLES MO)
MO
07/13/2011 - 11/17/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (ST CHARLES MO)
IA
Issued 03/08/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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