Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Robertson is an active broker and investment advisor representative registered in 28 states and the District of Columbia. Justin has been in the industry since 2010 and is currently affiliated with U.S. Bancorp Investments, Inc. Justin has experience with several firms, including J.P. Morgan Securities LLC, Chase Investment Services Corp., PNC Investments, The Huntington Investment Company, and Key Investment Services LLC. Justin offers financial planning, portfolio management for businesses and individuals, and publication of periodicals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OH
06/11/2024 - Present
U.s. Bancorp Investments, Inc. (Avon OH)
OH
10/01/2012 - 04/29/2020
J.P. MORGAN SECURITIES LLC (LORAIN OH)
OH
03/29/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROCKY RIVER OH)
OH
01/13/2011 - 03/07/2012
PNC INVESTMENTS (BEREA OH)
OH
05/03/2010 - 12/13/2010
THE HUNTINGTON INVESTMENT COMPANY (CLEVELAND OH)
OH
01/25/2010 - 04/29/2010
KEY INVESTMENT SERVICES LLC (BRECKSVILLE OH)
BOTH
Issued 10/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/21/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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