Unclaimed
Justin McRae is a financial advisor with over 13 years of experience in the industry. Justin is currently registered with J.P. Morgan Securities LLC and previously worked at Chase Investment Services Corp. Justin holds the Series 6, Series 63, and SIE licenses and is registered in California, Connecticut, Florida, New Jersey, and New York. Justin's specializations include securities, insurance, mutual funds, variable annuities, and fixed annuities. Justin specializes in providing financial advice to individuals and corporations, including pension consulting and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (MONSEY NY)
NY
05/03/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PINE BUSH NY)
BC
Issued 05/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Justin McRae is the right advisor for you? Invested Better is here to help.