Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Cohen is an Investment Advisor Representative associated with Captrust. Justin is registered with the state of Michigan. Justin holds the Series 65 license. Justin is a specialist in the areas of Retirement Plans & Trusts, Financial Planning, and College Savings Plans. Justin’s experience includes time at Plante Moran Financial Advisors, Michigan State University, PNC Bank, Sears Holdings Company, and Gap.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MI
04/19/2024 - Present
Captrust (Grand Rapids MI)
IA
Issued 06/25/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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