Unclaimed
Justin Taylor Wise is a financial advisor with Edward Jones, a leading financial services firm. Justin has over 10 years of experience in the financial services industry, with prior experience at Wells Fargo Advisors and Stifel, Nicolaus & Company. Justin is registered to provide investment advisory services in Arkansas, Massachusetts, Missouri, Texas, and Utah. Justin has a strong background in financial planning and portfolio management, and is committed to providing personalized financial advice to individuals and families.
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.
See schedule d - miscellaneous
1
2
MO
01/15/2019 - Present
Edward Jones (Saint Louis MO)
MO
10/11/2013 - 03/22/2016
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
03/12/2008 - 12/07/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST LOUIS MO)
BOTH
Issued 10/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2016
Series 24 - General Securities Principal Examination
BC
Issued 02/14/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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