Unclaimed
Justin Bundza is a financial advisor with over 20 years of experience in the industry. Justin is currently registered with Kestra Advisory Services, LLC, and has a strong background in financial planning, portfolio management, and pension consulting. Justin has a wide range of experience working with individuals, families, businesses, and pension and profit-sharing plans. Justin is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
1
2
FL
04/13/2022 - Present
Kestra Advisory Services, LLC (Port Orange FL)
FL
06/27/2002 - 04/20/2022
LPL FINANCIAL LLC (PORT ORANGE FL)
MO
01/12/2000 - 06/28/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 04/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/02/2010
Series 24 - General Securities Principal Examination
BC
Issued 04/20/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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