Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Zachary Knickerbocker is a financial advisor with Ameriprise Financial Services, LLC. Justin has been in the industry for 11 years and has Series 6, 7, 63 and 66 licenses. Justin also has the Series SIE. Justin is registered in 18 states and has been a registered representative of Ameriprise Financial Services, LLC since 2014. Before joining Ameriprise, Justin worked with LPL Financial and NYLIFE Securities. Justin is active in the community and is a cub scout pack leader. Justin's clients include individuals, trusts and estates, insurance companies, charitable organizations, corporations, and pension and profit-sharing plans. Justin specializes in financial planning, asset allocation services, and retirement planning.
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.
Asset allocation services
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
CT
10/20/2014 - Present
Ameriprise Financial Services, LLC (Cheshire CT)
CT
12/10/2012 - 05/02/2014
LPL FINANCIAL LLC (SHELTON CT)
CT
02/24/2012 - 12/10/2012
NYLIFE SECURITIES LLC (STRATFORD CT)
BOTH
Issued 10/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Justin Knickerbocker is the right advisor for you? Invested Better is here to help.
