Unclaimed
Justin Monroe Henegar is an investment advisor representative with MML Investors Services, LLC. Justin has been in the financial services industry since 2005. Justin has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Justin has a Bachelor of Science degree in Finance from the University of Oklahoma and a Master of Business Administration from the University of Texas at San Antonio. Justin is also a Certified Financial Planner and a Chartered Financial Analyst. Justin is a member of the National Association of Personal Financial Advisors and the Financial Planning Association. Justin has experience in portfolio management, retirement planning, college savings, and estate planning. Justin is committed to providing clients with personalized financial advice and strategies that meet their individual needs.
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.
Asset allocation programs
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.
Solicitors fees
1
2
IN
01/17/2025 - Present
MML Investors Services, LLC (Noblesville IN)
OH
08/18/2020 - 08/24/2022
INDEPENDENT FINANCIAL GROUP, LLC (Archbold OH)
IN
02/13/2017 - 12/31/2018
CFD INVESTMENTS, INC. (Noblesville IN)
TX
03/10/2010 - 04/10/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
OK
05/01/2009 - 03/02/2010
RAYMOND JAMES & ASSOCIATES, INC. (OKLAHOMA CITY OK)
OK
07/14/2007 - 05/04/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)
OK
01/04/2007 - 07/17/2007
PRIMEVEST FINANCIAL SERVICES, INC. (OKLAHOMA CITY OK)
OK
07/03/2006 - 12/15/2006
UVEST FINANCIAL SERVICES GROUP, INC. (NORMAN OK)
KS
06/14/2005 - 07/03/2006
INTRUST BROKERAGE INC. (WICHITA KS)
IA
Issued 01/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/28/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2010
Series 3 - National Commodity Futures Examination
BC
Issued 06/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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