Unclaimed
Justin Bremer is a financial advisor registered in Massachusetts, Texas, Colorado and Utah. Justin holds the Series 6, 7, 9, 10, 63, and 66 licenses and is registered with Fidelity Personal And Workplace Advisors. Justin has been working in the financial services industry since 2001. Justin is also an employee of the University of Houston, Bauer College of Business and teaches a university course 2 days per week. Justin specializes in financial planning, portfolio management, and educational seminars. Justin has worked with clients ranging from individuals to corporations and charitable organizations.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
02/13/2007 - 01/02/2008
PARK AVENUE SECURITIES LLC (HOUSTON TX)
TX
05/02/2003 - 02/05/2007
NEXT FINANCIAL GROUP, INC. (FRIENDSWOOD TX)
IN
11/23/2001 - 10/09/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BOTH
Issued 11/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/25/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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