Unclaimed
Justyn Gregory Volesko is a financial advisor based in New York, New York. Justyn has been in the financial industry for over 19 years. Justyn is currently registered with Cerity Partners LLC in New York. Justyn was previously registered with Goldman, Sachs & Co. and Mercer Allied Company, L.P. Justyn holds a Series 7 and Series 66 license. Justyn is also licensed to sell insurance. Justyn's firm, Cerity Partners LLC, offers a variety of financial planning and investment management services. They specialize in providing financial advice to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. They also offer portfolio management services for pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
07/05/2023 - Present
Cerity Partners LLC (NEW YORK NY)
NY
12/08/2005 - 05/09/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
09/05/2003 - 12/21/2005
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BOTH
Issued 02/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Justyn Volesko is the right advisor for you? Invested Better is here to help.