Unclaimed
Justin Flatter is a financial advisor with Ameriprise Financial Services, LLC. Justin has been in the financial industry since October 2014. Justin is registered with both FINRA and the state of Indiana, and is licensed to offer securities and investment advisory services in 32 states. Justin has passed the Series 63, 65, and 7 exams.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
IN
09/28/2023 - Present
Ameriprise Financial Services, LLC (Carmel IN)
IN
10/02/2014 - 12/09/2015
THRIVENT INVESTMENT MANAGEMENT INC. (INDIANAPOLIS IN)
IA
Issued 12/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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