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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 Silverman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., working in their Boston, MA office. Justin has over 13 years of experience in the financial services industry. Justin is a registered investment advisor in Connecticut and Texas. He is also a registered representative in all 50 states, the District of Columbia, and Puerto Rico. Justin holds the Series 3, 7, and 63 licenses, as well as the SIE and Series 65 licenses. Justin focuses on providing financial advice and investment management to individuals and businesses. His specialties include portfolio management, financial planning, and pension consulting. Prior to joining Merrill Lynch, Justin worked at Stifel, Nicolaus & Company, Incorporated, and Barclays Capital Inc..
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
MA
08/20/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MA
12/04/2015 - 07/05/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BOSTON MA)
CA
11/09/2011 - 12/04/2015
BARCLAYS CAPITAL INC. (SAN FRANCISCO CA)
BC
Issued 11/21/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2014
Series 3 - National Commodity Futures Examination
BC
Issued 11/08/2011
Series 7 - General Securities Representative 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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