Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Paul MacKay is a financial advisor with Wells Fargo Clearing Services, LLC. Justin has been in the financial services industry since May 2009. Justin holds the Series 6, Series 7, and Series 63 securities licenses, and is a registered Investment Advisor in both Tennessee and Texas. Prior to joining Wells Fargo Clearing Services, LLC, Justin was an advisor with Edward Jones. Justin provides financial planning and investment consulting services to individuals, businesses, and institutions. Justin is also a teacher at the Tates School of Discovery, teaching introductory finance to 8th graders.
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.
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.
Investment consulting services to institutional clients
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.
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2
TN
03/31/2023 - Present
Wells Fargo Clearing Services, LLC (KNOXVILLE TN)
TN
08/30/2013 - 04/18/2023
EDWARD JONES (KNOXVILLE TN)
TN
08/03/2012 - 09/05/2013
METLIFE SECURITIES INC. (KNOXVILLE TN)
TN
05/05/2009 - 07/27/2012
SUNTRUST INVESTMENT SERVICES, INC. (CHATTANOOGA TN)
IA
Issued 01/25/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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