Unclaimed
Justin Bilby is a financial advisor with Osaic FA, Inc. Justin is a registered representative with Series 7, 63, 4, and 24 licenses and is a member of FINRA. Justin has been in the financial services industry since August 24, 2015. Justin holds active licenses in Indiana, Kansas, and Missouri. In addition to providing individual and business portfolio management, Justin also offers educational seminars and retirement planning services. Justin is also a registered investment advisor representative for Osaic FA, Inc. Prior to joining Osaic FA, Inc. Justin was employed by Lincoln Financial Securities Corporation in Fort Wayne, Indiana.
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.
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.
Retirement plan consulting services provided on a limited basis.
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
KS
08/25/2015 - Present
Osaic FA, Inc. (OVERLAND PARK KS)
IN
01/14/2016 - 12/19/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
BC
Issued 09/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2017
Series 4 - Registered Options Principal Examination
BC
Issued 02/19/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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