Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Batalla is an active Registered Representative with LPL Financial LLC, a leading independent broker-dealer and Registered Investment Advisor. Justin specializes in providing investment advice and financial planning services to individuals, businesses, and retirement plan participants. Justin has a strong track record of success in the financial services industry, and is committed to helping clients achieve their financial goals. Justin has also previously worked with Brighthouse Securities, LLC, Raymond James Financial Services, Inc., Ameriprise Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
SC
12/15/2023 - Present
LPL Financial LLC (FORT MILL SC)
NC
12/18/2017 - 08/22/2023
BRIGHTHOUSE SECURITIES, LLC (Charlotte NC)
FL
05/24/2016 - 06/16/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
NJ
12/15/2015 - 04/08/2016
AMERIPRISE FINANCIAL SERVICES, INC. (MEDFORD NJ)
NJ
06/10/2015 - 10/20/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BC
Issued 07/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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