Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Renner is a financial advisor with Avantax Advisory Services. Justin has been in the industry since 1991 and holds the Series 63, Series 6, and Series 65 licenses. Justin provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Justin also serves as a managing partner/owner of Woodford Financial PLLC, a CPA firm in Versailles, Kentucky.
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
KY
02/08/2024 - Present
Avantax Advisory Services (Versailles KY)
NA
10/24/1991 - 12/31/1992
COMPREHENSIVE FINANCIAL SERVICES, INC.
IA
Issued 02/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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