Unclaimed
Justin Rasbach is a financial advisor with Kingswood Capital Partners, LLC in New York. Justin has been in the industry since 2017. He holds the Series 7, Series 63 and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and the states of California, Connecticut, Florida, Georgia, Louisiana, Maryland, Massachusetts, New Jersey, New York, Oregon, South Dakota, Tennessee, Vermont, and Virginia. Prior to joining Kingswood Capital Partners, LLC, Justin was employed at Benchmark Investments, LLC and David Lerner Associates, Inc.
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.
1
2
NY
05/19/2023 - Present
Kingswood Capital Partners, LLC (New York NY)
NY
02/17/2021 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (NEW YORK NY)
CT
02/13/2017 - 02/22/2021
DAVID LERNER ASSOCIATES, INC. (WESTPORT CT)
BC
Issued 03/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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