Unclaimed
Justin Patrick Furstenburg is an investment advisor representative at UBS Financial Services Inc., registered with the state of New Jersey. Justin has been active in the industry since July 28, 2005. Prior to joining UBS Financial Services Inc., Justin worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Ameriprise Financial Services, Inc.. Justin is a licensed securities professional, holding the Series 66, Series 7, Series 9 and Series 10 licenses. Justin holds registrations in 53 states and is an investment advisor representative in New Jersey and Texas. Justin specializes in various areas including Retirement Planning, Education Planning, College Savings Planning, Estate Planning, Charitable Planning, and Business Succession Planning.
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.
See schedule d - miscellaneous
1
2
NJ
01/09/2024 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NJ
10/26/2006 - 08/09/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
06/29/2005 - 09/25/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MATAWAN NJ)
MN
06/29/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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