Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Walter is a financial advisor with Janney Montgomery Scott LLC in Bethlehem, Pennsylvania. Justin has been in the industry since July 2011. Justin is a registered representative and investment advisor representative in Pennsylvania and Texas. Justin has a Series 6, Series 7, and Series 63 license, as well as the SIE exam. Justin's previous employer was ADP Broker-Dealer, Inc. Justin specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Justin also offers educational seminars and selection of other advisors. Justin is a member of the Yasso Rothrock Christmas City Classic and the Bath Allen Youth Club.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
07/31/2018 - Present
Janney Montgomery Scott LLC (Bethlehem PA)
PA
07/12/2011 - 08/29/2016
ADP BROKER-DEALER, INC. (ALLENTOWN PA)
IA
Issued 11/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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