Justin Sheik (CRD# 5955429) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Batesburg, SC and has over 12 years of experience in the finance industry.
CRD# 5371222
Stratos Wealth Partners, Ltd
CRD# 7055428
Edward Jones
CRD# 5932665
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Citizens Investor Services | Raleigh, NC | Feb 2021 - Current | 3 |
| Tiaa | Columbia, SC | Feb 2018 - Feb 2021 | 3 |
| Tiaa-cref Individual & Institutional Services, LLC | Columbia, SC | Feb 2018 - Feb 2021 | 3 |
| Unemployed | Columbia, SC | Jan 2018 - Jan 2018 | < 1 |
| Ameriprise Financial Services, Inc. | Blythewood, SC | Apr 2017 - Dec 2017 | < 1 |
| Lpl Financial, LLC | Matthews, NC | Sep 2016 - Mar 2017 | < 1 |
| Independent Advisor Alliance, LLC | Charlotte, NC | Sep 2016 - Feb 2017 | < 1 |
| Efficient Advisors, LLC | Philadelphia, PA | Feb 2016 - Feb 2017 | 1 |
| Family Wealth Counselors Of The Carolinas, Inc. | Matthews, NC | Feb 2012 - Sep 2016 | 4 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2012 - Mar 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
- SC
-
Total Assets Under Management1,729MILLIONS
-
Total Number of Accounts6,086ACCOUNTS
-
Average Account Value$284,149
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, UT, VA, WA, WI, WV
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