Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Anthony Desantis is an investment advisor representative registered with Ameritas Advisory Services, LLC and has been in the industry since 2020. Justin Desantis is also registered as an investment advisor representative in Massachusetts. Justin Desantis has passed the Series 7TO, Series 66, and Series 24 exams. Justin Desantis specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Justin Desantis works with clients at the Ameritas Advisory Services, LLC Sudbury, Massachusetts branch. Justin Desantis is also an employee of Boston 128 Companies.
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.
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.
Solicitor fees
1
2
MA
11/01/2021 - Present
Ameritas Advisory Services, LLC (SUDBURY MA)
BOTH
Issued 01/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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