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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Trevor Adams is a financial advisor with over 20 years of experience in the industry. Justin Trevor Adams is currently registered with Raymond James & Associates, Inc. and has previously held positions at Sterne, Agee & Leach, Inc., Nollenberger Capital Partners Inc., Wells Fargo Investments, LLC, Wells Fargo Van Kasper, LLC and Dean Witter Reynolds Inc. Justin Trevor Adams specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. Justin Trevor Adams holds Series 63, 65, 7, 31, and SIE licenses. Justin Trevor Adams is registered in 32 states and the District of Columbia.
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.
Please see note in schedule d - miscellaneous
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.
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2
CA
06/11/2014 - Present
Raymond James & Associates, Inc. (SAN RAFAEL CA)
CA
02/11/2011 - 05/30/2014
STERNE, AGEE & LEACH, INC. (SAN FRANCISCO CA)
CA
06/21/2004 - 02/12/2011
NOLLENBERGER CAPITAL PARTNERS INC. (SAN FRANCISCO CA)
CA
07/11/2001 - 06/28/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
09/19/2000 - 07/11/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
NY
01/17/2000 - 07/11/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 01/25/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 01/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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