Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Parisi is a financial advisor with Fidelity Personal And Workplace Advisors, with a focus on financial planning, portfolio management, and selection of other advisors for individuals and businesses. Justin has over 13 years of experience in the industry and holds multiple licenses and certifications. He has been registered with Fidelity since 2022. Justin has previously worked with Manning & Napier Investor Services, TD Ameritrade, Inc., and Mutual of Omaha Investor Services, Inc. Justin is also a board member for several non-profit organizations, including Rotary Westerville, Seeds Of Caring, and Big Brothers Big Sisters of Central Ohio.
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.
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.
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
OH
07/08/2022 - Present
Fidelity Personal AND Workplace Advisors (COLUMBUS OH)
OH
01/23/2020 - 05/10/2022
MANNING & NAPIER INVESTOR SERVICES, INC. (DUBLIN OH)
OH
05/22/2014 - 01/31/2020
TD AMERITRADE, INC. (COLUMBUS OH)
OH
02/05/2013 - 05/22/2014
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (DUBLIN OH)
OH
10/20/2008 - 11/28/2012
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
BOTH
Issued 05/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Justin Parisi is the right advisor for you? Invested Better is here to help.
