Unclaimed
Justin Berrett is a financial professional with over 6 years of experience in the industry. Justin is currently registered with UBS Asset Management (us) Inc. and holds Series 3, 7, and 63 licenses. Justin has previously worked at Credit Suisse Securities (USA) LLC. Justin is licensed in 53 states and the District of Columbia.
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.
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.
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2
NY
05/01/2024 - Present
UBS Asset Management (us) Inc. (New York NY)
NY
05/04/2017 - 05/01/2024
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 05/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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