Unclaimed
Justin Patrick Tannen is a registered representative with Hilltop Securities Inc. based in Boca Raton, Florida. Justin has been in the securities industry since 2009, with previous experience at Multi-Bank Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Securities LLC. Justin is licensed in 53 states and holds the Series 7 and Series 63 licenses, as well as the SIE exam. Justin specializes in portfolio management for individuals, financial planning, and educational seminars. Justin is dedicated to providing clients with personalized service and helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
FL
02/14/2022 - Present
Hilltop Securities Inc. (Boca Raton FL)
FL
03/10/2016 - 02/15/2022
MULTI-BANK SECURITIES, INC. (FT. LAUDERDALE FL)
NY
11/01/2010 - 03/23/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/06/2009 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 11/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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