Unclaimed
Justin Myers is a financial advisor with Ameriprise Financial Services, LLC. Justin has been in the financial industry since December 16, 2014. Justin is registered with the state of New York and is also registered with the state of Pennsylvania and Texas as a Registered Representative. Justin holds the Series 7 and Series 66 licenses and is also a holder of the Securities Industry Essentials (SIE) Exam. Ameriprise Financial Services, LLC is a registered investment advisor. Justin specializes in Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars and Portfolio Management for Businesses and 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.
Asset allocation services
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.
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2
NY
04/09/2021 - Present
Ameriprise Financial Services, LLC (LIVERPOOL NY)
NY
12/16/2014 - 07/08/2020
EDWARD JONES (PITTSFORD NY)
BOTH
Issued 01/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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