Unclaimed
Justin Albrecht is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Las Vegas, Nevada. Justin has been working in the industry since September 2005 and has experience with a variety of firms including MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., and A. G. EDWARDS & SONS, INC.. Justin specializes in investment strategies for individuals, businesses, and pension plans. Justin is registered with the following states: Arizona, California, Florida, Indiana, Maryland, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, South Carolina, Texas, Utah, Washington, and Wisconsin.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NV
03/15/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LAS VEGAS NV)
NV
06/01/2009 - 03/11/2010
MORGAN STANLEY SMITH BARNEY (LAS VEGAS NV)
NV
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAS VEGAS NV)
NV
10/27/2006 - 04/02/2007
MORGAN STANLEY DW INC. (LAS VEGAS NV)
NV
09/09/2005 - 10/31/2006
A. G. EDWARDS & SONS, INC. (LAS VEGAS NV)
BOTH
Issued 10/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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