Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Michael Roemer is a financial professional with over 15 years of experience in the industry. Justin is currently registered with D.a. Davidson & Co. and is licensed to provide securities and investment advisory services in all 50 states. Justin's previous employers include ROBERT W. BAIRD & CO. INCORPORATED, BB&T SECURITIES, LLC, SCOTT & STRINGFELLOW, LLC, RBS SECURITIES INC. and CITIGROUP GLOBAL MARKETS INC. Justin holds the Series 7 and Series 63 licenses as well as the SIE Exam. Justin's areas of specialization include investment advisory services for individuals, businesses, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals.
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.
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
FL
10/02/2023 - Present
D.a. Davidson & Co. (Boca Raton FL)
FL
05/01/2018 - 10/03/2023
ROBERT W. BAIRD & CO. INCORPORATED (Palm Beach Gardens FL)
FL
01/02/2013 - 05/17/2018
BB&T SECURITIES, LLC (BOCA RATON FL)
NY
06/10/2011 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (NEW YORK NY)
CT
02/23/2009 - 10/07/2010
RBS SECURITIES INC. (STAMFORD CT)
NY
12/20/2007 - 02/17/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 05/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Justin Roemer is the right advisor for you? Invested Better is here to help.
