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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Newton is an Investment Advisor Representative at Cbiz Investment Advisory Services, LLC. Justin has been in the industry since 2018. Justin holds the Series 6, Series 65 and SIE licenses. Justin has been a Registered Investment Advisor in Ohio since 2022. Justin has previously worked at Northwestern Mutual Investment Services, LLC. Justin's specializations include retirement planning, investment management, financial planning, education planning, and estate planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance reporting, fiduciary services and admnistrative support services
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.
A percentage of assets under advisement
1
2
OH
03/10/2022 - Present
Cbiz Investment Advisory Services, LLC (CLEVELAND OH)
OH
08/03/2018 - 12/14/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CLEVELAND OH)
IA
Issued 03/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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