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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Michael Trivisonno is a financial advisor with over 26 years of experience in the industry. He has been registered with Morgan Stanley since May 2023. Justin holds a Series 7, Series 31, Series 63, and Series 65 license. He is also registered with the states of Arizona, California, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Massachusetts, Michigan, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia and Wyoming. Justin specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Prior to joining Morgan Stanley, Justin held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and Morgan Stanley DW 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
12/04/2024 - Present
Morgan Stanley (Westlake OH)
OH
08/08/2008 - 05/22/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTLAKE OH)
OH
08/06/2001 - 08/22/2008
CITIGROUP GLOBAL MARKETS INC. (WESTLAKE OH)
NY
09/12/1996 - 08/10/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 09/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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