Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Robert Steitz is a financial professional with over 13 years of experience in the industry. Justin is currently registered with Copper Financial, a firm with a strong focus on client service and comprehensive financial planning. Previously, Justin was a registered representative at CUSO Financial Services, L.P. and Ausdal Financial Partners, Inc. Justin holds multiple licenses and designations including Series 66, Series 14, Series 28, Series 53, Series 24, and Series 52TO, Series 99TO, and SIE. Justin is committed to providing clients with personalized financial advice and guidance.
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.
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.
Fees from third-party managers to whom we refer business
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.
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2
KS
03/27/2014 - Present
Copper Financial (LENEXA KS)
KS
07/08/2013 - 11/12/2014
CUSO FINANCIAL SERVICES, L.P. (LENEXA KS)
MO
07/08/2010 - 06/17/2013
AUSDAL FINANCIAL PARTNERS, INC. (KANSAS CITY MO)
BOTH
Issued 12/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 10/29/2015
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 09/27/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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