Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Spitler is a financial advisor who has been working in the financial services industry since December 2007. Justin currently works as a Registered Representative and Investment Advisor Representative for Certified Advisory Corp. He holds the Series 6, Series 7, Series 63, and Series 66 licenses and has also obtained the Securities Industry Essentials (SIE) exam and holds the Certified Financial Planner designation. Justin has a history of working with different firms, including Fidelity Brokerage Services LLC, TD Ameritrade, Inc., and E*TRADE Securities LLC. Justin has experience in various aspects of financial services, including financial planning, portfolio management for individuals, and pension consulting.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Solicitation fees
1
2
FL
01/23/2018 - Present
Certified Advisory Corp. (ALTAMONTE SPRINGS FL)
CA
01/04/2018 - 07/13/2021
TRANSAM SECURITIES, INC. (LOS ANGELES CA)
FL
03/16/2016 - 07/29/2016
E*TRADE SECURITIES LLC (ORLANDO FL)
FL
05/19/2015 - 02/02/2016
TRIAD ADVISORS, INC. (LAKE MARY FL)
CA
07/16/2013 - 03/03/2015
TD AMERITRADE, INC. (ROSEVILLE CA)
CA
04/12/2012 - 07/09/2013
FIDELITY BROKERAGE SERVICES LLC (SAN JOSE CA)
TX
07/13/2010 - 04/03/2012
TD AMERITRADE, INC. (FORT WORTH TX)
TX
11/08/2007 - 07/06/2010
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
02/12/2007 - 10/29/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BOTH
Issued 09/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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