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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 Baute is a financial advisor with Fidelity Personal And Workplace Advisors, based in Louisville, Kentucky. Justin has been working in the financial industry since 2006 and is a registered representative with FINRA, as well as a registered investment advisor. Justin specializes in retirement planning, college savings, and investment management. Justin is dedicated to providing his clients with personalized financial advice that meets their individual needs and goals.
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.
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.
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
KY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (LOUISVILLE KY)
KY
11/13/2009 - 04/16/2012
PNC INVESTMENTS (BELLEVUE KY)
KY
10/02/2006 - 11/13/2009
NATCITY INVESTMENTS, INC. (BELLEVUE KY)
OH
04/28/2006 - 07/28/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (CINCINNATI OH)
OH
04/28/2006 - 05/04/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CINCINNATI OH)
IA
Issued 05/08/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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