Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin McGuffey is a financial advisor who has been working in the industry since 2007. Justin is currently registered as an Investment Advisor Representative with Portfolio Medics, LLC, and is based in Bonita Springs, Florida. Justin previously worked as a registered representative at Touchstone Securities, Inc., and ProEquities, Inc. Justin holds the Series 6, Series 63, and Series 65 licenses. Justin specializes in providing financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. Justin is also an insurance agent and has a second business called Horter Financial Strategies.
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.
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.
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2
FL
02/08/2019 - Present
Portfolio Medics, LLC (Bonita Springs FL)
OH
08/25/2011 - 09/21/2017
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
AL
06/29/2007 - 03/22/2011
PROEQUITIES, INC. (BIRMINGHAM AL)
IA
Issued 03/30/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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