Unclaimed
Justin Sayegh is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Justin has been in the securities industry for 2 years. Justin is licensed in California, Florida, Nevada, Oregon, Pennsylvania, Texas, and Washington. Justin has passed the Series 7TO, SIE and Series 66 exams. Justin is also licensed as an Investment Advisor Representative in California and Texas. Justin has experience working with individuals, high-net-worth individuals, corporations or other businesses, investment companies, pension and profit-sharing plans, insurance companies, banking or thrift institutions, charitable organizations, and state or municipal government entities. Justin's office is located in Woodland Hills, California.
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.
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 measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
05/12/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WOODLAND HILLS CA)
BOTH
Issued 03/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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