Unclaimed
Justin Roy Hod is a registered investment advisor representative with Strategic Wealth Management Group. Justin has been in the industry since 2019 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Justin is licensed to provide investment advice in New York and Texas. Justin is also a registered representative of May Capital Group, L.L.C. Justin focuses on helping clients with pension consulting, selection of other advisors, and portfolio management for individuals.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
1
2
NY
03/27/2022 - Present
Strategic Wealth Management Group (NEW YORK NY)
NY
08/28/2019 - 09/27/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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