Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Dams is a financial advisor with over 17 years of experience in the industry. Justin currently works with LPL Financial LLC. Justin is registered to provide investment advice in Iowa, Texas and 24 other states. He offers investment advice for a variety of clients, including high-net-worth individuals, corporations and pension plans. Justin also provides financial planning services. Prior to joining LPL Financial LLC, Justin worked with CUNA Brokerage Services, Inc. Justin is a Series 7 and Series 66 licensed financial advisor.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
06/03/2022 - Present
LPL Financial LLC (WATERLOO IA)
IA
11/22/2005 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (WATERLOO IA)
BOTH
Issued 03/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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