Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Timothy Bennett is an Investment Advisor Representative with First Trust Advisors LP. Justin has been in the securities industry since 2011 and has a strong background in portfolio management and investment advisory services. Justin holds the Series 7, Series 31, Series 65, and Series 66 licenses, as well as the SIE exam. He also has experience working with a variety of clients, including individuals, corporations, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
12/16/2021 - Present
First Trust Advisors LP (WHEATON IL)
FL
07/16/2013 - 01/28/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TAMPA FL)
FL
01/25/2011 - 07/09/2013
MORGAN STANLEY (ORLANDO FL)
NY
11/16/2007 - 07/15/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
BOTH
Issued 12/01/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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