Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justine? Claim Your ProfileJustine Smale is a financial advisor at Morgan Stanley. Justine has been in the financial services industry since March 2005. Justine is licensed to provide investment advice and has a Series 6, 7, and 63 licenses. Justine previously worked at Wells Fargo Advisors, LLC, Invest Financial Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
FL
09/09/2016 - Present
Morgan Stanley (Fort Myers FL)
FL
02/04/2016 - 09/08/2016
WELLS FARGO ADVISORS, LLC (FORT LAUDERDALE FL)
FL
06/23/2014 - 02/12/2016
INVEST FINANCIAL CORPORATION (FORT LAUDERDALE FL)
FL
10/23/2009 - 06/29/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL SPRINGS FL)
FL
03/15/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. LAUDERDALE FL)
BC
Issued 03/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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