Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Wade Breece is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Justin has been in the industry since June 17, 2003. Justin has a wide range of experience, having worked previously with Morgan Stanley and UBS Financial Services Inc. Justin is licensed to provide financial services in Arizona, California, Colorado, Florida, Idaho, Indiana, Kansas, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Mexico, New York, North Carolina, North Dakota, Oregon, South Dakota, Texas, Utah, Washington, and Wisconsin. Justin specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. Justin has also worked as a trustee for his father's trust, and manages Valhalla Property, LLC and Breece Private Wealth Management, LLC.
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.
Investment consulting services to institutional clients
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
AZ
09/01/2022 - Present
Wells Fargo Advisors Financial Network, LLC (SCOTTSDALE AZ)
AZ
03/01/2013 - 09/08/2022
MORGAN STANLEY (Scottsdale AZ)
AZ
11/14/2008 - 03/11/2013
UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)
AZ
07/26/2005 - 11/17/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
NY
01/03/2004 - 06/24/2005
CROWN INVESTMENT BANKING, INC. (NEW YORK NY)
BC
Issued 03/02/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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