Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Thomas Reese is a financial advisor with over 17 years of experience in the industry. Justin has a strong track record of providing financial guidance and investment management services to individuals, families, and businesses. Justin is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 66, and SIE licenses. Justin currently works with New Edge Wealth, where he provides financial planning, portfolio management, and investment advice to clients. Previous to that, Justin held positions with UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/19/2022 - Present
NEW Edge Wealth (Manhattan Beach CA)
CA
11/16/2012 - 09/27/2022
UBS FINANCIAL SERVICES INC. (SANTA BARBARA CA)
CA
10/23/2009 - 11/19/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA MONICA CA)
CA
04/16/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SANTA MONICA CA)
CA
04/12/2006 - 04/23/2008
AMERIPRISE FINANCIAL SERVICES, INC. (LOS ANGELES CA)
BOTH
Issued 04/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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