Unclaimed
Justin Fuery is a financial advisor with over 16 years of experience in the industry. Justin is currently registered with Morgan Stanley and holds a Series 66 license, as well as Series 7, 31, and SIE licenses. Justin has previously worked with firms such as Citigroup Global Markets Inc. and Morgan Stanley & Co. Incorporated. Justin is licensed to provide financial advice in several states, including Arizona, Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, New York, Utah, and Vermont. Justin specializes in providing financial advice to high-net-worth individuals, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
02/04/2025 - Present
Morgan Stanley (Boston MA)
MA
11/07/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MA
04/02/2007 - 11/13/2008
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
06/24/2005 - 04/02/2007
MORGAN STANLEY DW INC. (BOSTON MA)
BOTH
Issued 02/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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