Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Steven Prescott is a financial professional with over 18 years of experience in the industry. Justin is currently registered with Avantax Advisory Services and holds Series 6, 7, 65, and 66 licenses. Justin has been with Avantax Advisory Services since January 2014. Prior to that, Justin worked for Ameriprise Financial Services, Inc. from July 2009 to January 2010. Justin specializes in retirement planning, investment management, and financial planning for individuals, families, and businesses. Justin is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MN
05/15/2020 - Present
Avantax Advisory Services (St Paul MN)
MN
07/29/2009 - 01/22/2010
AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)
BOTH
Issued 11/05/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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