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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 Daley is a financial advisor with Avantax Advisory Services. Justin has been in the financial industry since 2006. Justin has a broad range of experience in financial planning, portfolio management, and investment advisory services. Justin holds the Series 7, Series 24, and Series 66 securities licenses as well as the SIE exam. Justin is registered with the Securities and Exchange Commission (SEC) and FINRA and is licensed in Alabama, California, Colorado, Florida, Georgia, Iowa, Kansas, Mississippi, Nevada, North Carolina, South Carolina, South Dakota, Texas, and Wyoming. Justin is also a member of the National Association of Personal Financial Advisors (NAPFA).
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
02/01/2024 - Present
Avantax Advisory Services (DALLAS TX)
FL
02/14/2019 - 01/24/2020
KESTRA INVESTMENT SERVICES, LLC (LONGWOOD FL)
FL
06/13/2006 - 02/15/2019
AMERIPRISE FINANCIAL SERVICES, INC. (SARASOTA FL)
BOTH
Issued 07/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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