Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Andrew Souma is a financial advisor with LPL Financial LLC. Justin has been in the financial services industry since 2004. Justin has a broad range of experience and holds the Series 7, 24, and 66 licenses. Justin is also a Certified Financial Planner. Justin is registered with the states of Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Kentucky, Louisiana, Maryland, Michigan, Mississippi, Missouri, Nebraska, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, and Virginia. Justin previously worked for Benjamin F Edwards & Company, Inc., and LPL Financial LLC in Warner Robins, GA.
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
NC
04/19/2024 - Present
LPL Financial LLC (HIGHLANDS NC)
NC
03/16/2015 - 04/30/2024
BENJAMIN F. EDWARDS & COMPANY, INC. (HIGHLANDS NC)
GA
10/24/2008 - 03/23/2015
LPL FINANCIAL LLC (WARNER ROBINS GA)
NC
01/01/2008 - 10/30/2008
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
NC
09/09/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHARLOTTE NC)
BOTH
Issued 09/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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