Unclaimed
Justin Baldwin is a financial advisor with Empower Advisory Group, LLC. Justin has been working in the financial industry for over 2 years. Prior to joining Empower Advisory Group, LLC, Justin worked at WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO BANK, NA. Justin is registered with the state of North Carolina as an investment advisor representative and securities agent. Justin has passed the Series 63, Series 65 and SIE exams. Justin is also a specialist in Financial Planning and Portfolio Management for Individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
12/19/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
NC
06/21/2023 - 12/15/2023
WELLS FARGO CLEARING SERVICES, LLC (LEXINGTON NC)
IA
Issued 08/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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