Unclaimed
Justin Connors is an investment advisor representative with Independent Financial Partners. Justin has been in the industry since 1998 and is registered in nine states. Justin offers a wide range of investment services, including financial planning, portfolio management, and non-discretionary investment advice. Justin also provides pension consulting and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment 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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
02/06/2021 - Present
Independent Financial Partners (COCOA BEACH FL)
FL
09/08/2009 - 05/23/2019
LPL FINANCIAL LLC (COCOA BEACH FL)
FL
04/24/2009 - 10/01/2009
MUTUAL SERVICE CORPORATION (COCOA BEACH FL)
FL
04/16/2002 - 04/28/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (COCOA BEACH FL)
NY
07/14/1998 - 04/18/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/20/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/22/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 07/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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