Unclaimed
Justin Low is a financial advisor with UBS Financial Services Inc. based in Phoenix, Arizona. Justin has been in the industry since 2008 and is registered in over 25 states. Justin specializes in providing financial advice to individuals, high net worth individuals, corporations, and other businesses, and has a broad range of experience in investment management, financial planning, and retirement planning. Prior to joining UBS, Justin worked for Morgan Stanley and Citigroup Global Markets Inc.
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.
See schedule d - miscellaneous
1
2
AZ
05/01/2020 - Present
UBS Financial Services Inc. (PHOENIX AZ)
AZ
06/01/2009 - 05/04/2020
MORGAN STANLEY (SCOTTSDALE AZ)
AZ
09/30/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SCOTTSDALE AZ)
BOTH
Issued 10/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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