Unclaimed
Justin Schmoyer is an investment advisor representative who has been in the industry since 2006. Justin is registered with MML Investors Services, LLC and has a total of 13 active state registrations. Justin has previously worked with MSI FINANCIAL SERVICES, INC. and MetLife Securities Inc.. Justin holds the Series 6, 7, 24, 63, and 65 licenses. Justin provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Justin specializes in working with individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, and trusts.
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 programs
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.
Solicitors fees
1
2
PA
01/06/2020 - Present
MML Investors Services, LLC (ALLENTOWN PA)
PA
01/15/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ALLENTOWN PA)
MA
02/28/2005 - 05/03/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/28/2005 - 05/03/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 08/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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