Unclaimed
Justin Breyer is a financial advisor with Wells Fargo Clearing Services, LLC, a firm that manages over $558 billion in assets. Justin has been in the financial industry since March 2013. He is licensed to provide investment advisory services in several states, including Minnesota, Texas, Florida, Illinois, and California. His specializations include providing financial planning, portfolio management for individuals and businesses, pension consulting, and investment consulting services to institutional clients. Justin is registered with the Securities and Exchange Commission (SEC) and holds Series 7, 66, and SIE licenses. He is also licensed to provide investment advisory services in Minnesota and Texas. Justin and Wells Fargo Clearing Services, LLC are focused on helping individuals and businesses achieve their financial goals.
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
MN
01/10/2022 - Present
Wells Fargo Clearing Services, LLC (MINNETONKA MN)
BOTH
Issued 07/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2020
SIE - Securities Industry Essentials 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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