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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Zelen is a financial advisor with Morgan Stanley. Justin has been in the securities industry for over two years and is registered to sell securities in all states. Justin specializes in providing financial planning and investment advice to a wide range of clients, including individuals, families, businesses, and institutions. Justin has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Justin's previous employment includes WallachBeth Capital and Maxim Group. Justin is also a partner in YZ Enterprise.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
08/25/2021 - Present
Morgan Stanley (New York NY)
NJ
01/14/2021 - 07/14/2021
WALLACHBETH CAPITAL LLC (JERSEY CITY NJ)
NY
03/27/2019 - 10/01/2020
MAXIM GROUP LLC (NEW YORK NY)
BOTH
Issued 07/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2019
Series 57TO - Securities Trader Exam
BC
Issued 03/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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