Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Herzog is a financial advisor with over 23 years of experience in the industry. Justin is currently registered with &partners, LLC in Nashville, TN, and is also registered as an Investment Advisor Representative in Minnesota and Texas. Justin has held previous roles at Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, Charles Schwab & Co., Inc., and Morgan Stanley DW Inc. Justin holds several licenses including Series 7, 9, 10, 31, 63, and 65.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
03/07/2024 - Present
&partners (NASHVILLE TN)
MN
01/03/2011 - 10/26/2023
WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)
MN
06/10/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
TX
09/23/2002 - 03/15/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
05/02/2000 - 08/13/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/26/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 05/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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