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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Katz is an investment advisor representative with Fisher Investments. Justin is licensed to provide investment advice in Illinois, Oregon, Texas, and Washington. Justin has been in the industry since 2005. Justin has a Series 7, 63, and 65 license. Before joining Fisher Investments, Justin worked at several other firms including LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Prime Capital Services, Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., COUNTRYWIDE INVESTMENT SERVICES, INC., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Justin specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Justin also provides financial planning and portfolio assessment services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
11/12/2010 - Present
Fisher Investments (PLANO TX)
FL
01/07/2010 - 02/04/2011
LPL FINANCIAL LLC (AVENTURA FL)
FL
09/14/2009 - 11/24/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANTATION FL)
FL
06/02/2009 - 09/14/2009
PRIME CAPITAL SERVICES, INC. (AVENTURA FL)
FL
09/09/2008 - 04/03/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT.LAUDERDALE FL)
FL
06/21/2007 - 09/15/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
FL
08/12/2005 - 06/14/2007
AMERIPRISE FINANCIAL SERVICES, INC. (PLANTATION FL)
MN
08/12/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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