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50,030 Results
Unclaimed

Alliancebernstein LP

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Justin Chae is a financial advisor with Alliancebernstein LP, specializing in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles. Justin has been in the industry since 2020 and holds the Series 63, Series 7TO, and SIE licenses. Justin has a strong background in finance and education, having worked previously at Tradition Capital Management, Berkery Noyes, and Sanford C. Bernstein & Co., LLC. In addition to their role at Alliancebernstein, Justin has also worked at The Pingry School and Duke University.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Justin Schreiber is an investment advisor representative associated with Fisher Investments. Justin is a registered investment advisor in Texas. Justin's specializations include Portfolio management for individuals, Portfolio management for businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, and Financial Planning. Justin is also registered to conduct business in Texas.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Gabelli Funds, LLC

location

RYE, NY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Justin Hawley McAuliffe is a financial advisor with Gabelli Funds, LLC. Justin has been in the financial industry since May 2022. Justin holds the Series 66, Series 7TO, and SIE licenses. Justin is registered in Florida and New York. Justin also serves as a Director for the Conrad Hilton Foundation and Vita-Pakt Citrus Products Company.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Justin James Hestekin is an investment advisor representative at Fisher Investments, located in Plano, Texas. Justin has been in the industry since January 2014 and has a Series 65 license. Justin is registered with the state of Texas and Washington. Justin has experience with various investment services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Justin also provides financial planning services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

MINNEAPOLIS, MN

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Justin Seurer is a financial advisor registered with RBC Capital Markets, LLC. Justin has been in the financial services industry since June 2018. Justin has a series 66, series 7 and series 31 license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

TLG Advisors, Inc.

location

LITTLETON, CO

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Justin Pollinger is a financial advisor with over 19 years of experience in the financial services industry. Justin has worked with a variety of clients, including individuals, families, businesses, and institutions. Justin is a Registered Representative (RR) and Investment Advisor Representative (IAR) with TLG Advisors, Inc. Justin is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLACEMENT OF INSTITUTIONAL FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Alliancebernstein LP

location

Nashville, TN

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Justin David Sawyers is a registered investment advisor with AllianceBernstein LP. Justin has been in the securities industry for over 11 years. He is licensed to provide investment advice in Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, New Mexico, North Carolina, Oklahoma, Puerto Rico, South Carolina, Tennessee, Texas, and Virginia. Justin also holds Series 66, Series 7, and Series 24 licenses. He has worked at other firms including Invesco Distributors, Inc., Ameriprise Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Justin specializes in providing investment advice to insurance companies, investment companies, charitable organizations, high net worth individuals, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

Walnut Creek, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Justin Amen is a registered representative with RBC Capital Markets, LLC. Justin Amen is a licensed advisor in California and Texas and has been active in the securities industry since 2023. Justin Amen holds Series 7TO, SIE, and Series 66 licenses. Justin Amen has experience in providing financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, corporations, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

ST. LOUIS, MO

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Justin Meece is a financial advisor registered with Stifel, Nicolaus & Company, Inc.. Justin is a Series 7 and Series 63 licensed advisor and holds the SIE designation. Justin began his financial career on August 2, 2017, working at Scottrade, Inc. before joining TD Ameritrade, Inc. Justin is licensed to provide financial advice and services in Missouri.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

D.a. Davidson & Co.

location

MASON, OH

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Justin McCray is a financial advisor at D.a. Davidson & Co. with over 2 years of experience in the industry. Justin is registered with FINRA and holds the Series 7TO, Series 52TO and Series 63 licenses. Justin is registered to provide financial advice in Florida, Indiana, Kentucky, Montana, Ohio and Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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