Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Cardon is a financial advisor who has been in the industry since 2015. Justin is currently registered with Fidelity Personal And Workplace Advisors in Georgia and Texas. Justin holds the Series 7, Series 31, Series 66, and SIE licenses, as well as the Certified Financial Planner designation. Justin has previously worked at UBS Financial Services, Raymond James & Associates, Inc., and The Vanguard Group, 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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
03/29/2023 - Present
Fidelity Personal AND Workplace Advisors (DUNWOODY GA)
NC
03/21/2017 - 12/17/2019
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
FL
07/20/2016 - 02/02/2017
RAYMOND JAMES & ASSOCIATES, INC. (NAPLES FL)
FL
07/22/2014 - 06/16/2016
UBS FINANCIAL SERVICES INC. (NAPLES FL)
BOTH
Issued 10/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 07/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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