Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Newbauer is a financial advisor with LPL Financial LLC. Justin has been in the financial services industry since January 31, 2015 and is registered in Arizona, California, District of Columbia, Florida, Georgia, Hawaii, Illinois, Maine, Maryland, Mississippi, Montana, New Hampshire, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Virginia, Washington, and West Virginia. Prior to joining LPL Financial, Justin was a registered representative with Triad Advisors LLC and Federated Securities Corp. Justin specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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
CA
10/26/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
PA
04/18/2019 - 10/31/2022
TRIAD ADVISORS LLC (PITTSBURGH PA)
PA
11/25/2015 - 03/25/2019
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
PA
10/07/2013 - 08/22/2014
HORNOR, TOWNSEND & KENT, INC. (PITTSBURGH PA)
BOTH
Issued 02/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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