Justin Belkin (CRD# 4915066) is an Investment Advisor Representative working at Financial Boss in Plainview, NY and has over 19 years of experience in the finance industry. Justin Belkin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Financial Boss Advisors | Plainview, NY | Jan 2022 - Current | 2 |
Town Of Babylon Industrial Development Agency | Babylon, NY | Jan 2018 - Current | 6 |
Laundrylux | Inwood, NY | May 2023 - Oct 2023 | < 1 |
Canon Usa | Melville, NY | Dec 2014 - Apr 2023 | 8 |
Arrohealth | Hauppauge, NY | Oct 2013 - Dec 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
- NY
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
NY
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