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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 Wesley Souter is an investment advisor representative with Morgan Stanley, a firm with over 10 billion to 50 billion dollars in assets under management. Justin has been in the financial services industry since January 2004 and holds multiple licenses and certifications, including Series 7, 63, 31, and 65, as well as the SIE exam. Justin has worked with various firms over the years, including UBS Financial Services Inc. and Morgan Stanley Smith Barney. Justin has experience working with a variety of clients including individuals, businesses, institutions, and high-net-worth individuals. Justin specializes in providing financial planning, portfolio management, and investment advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
04/01/2022 - Present
Morgan Stanley (Folsom CA)
CA
08/31/2012 - 04/12/2022
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
CA
06/01/2009 - 09/11/2012
MORGAN STANLEY SMITH BARNEY (SAN DIEGO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN DIEGO CA)
CA
01/05/2004 - 04/02/2007
MORGAN STANLEY DW INC. (RANCHO BERNARDO CA)
IA
Issued 08/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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