Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Boxley is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Justin has been in the financial services industry since November 2006. Justin has a Series 66, Series 7 and SIE license. Previously, Justin was registered with Ameriprise Financial Services, LLC, LPL Financial LLC, BBVA Securities Inc, BBVA Compass Investment Solutions, Inc, Country Capital Management Company and AXA Advisors, LLC. Justin is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC.
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.
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.
Investment consulting services to institutional clients
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
TX
06/10/2024 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
TX
05/09/2023 - 04/02/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Houston TX)
TX
01/15/2014 - 04/17/2023
LPL FINANCIAL LLC (PASADENA TX)
TX
05/16/2013 - 01/16/2014
BBVA SECURITIES INC. (AUSTIN TX)
TX
10/12/2011 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (AUSTIN TX)
IL
06/02/2011 - 09/12/2011
COUNTRY CAPITAL MANAGEMENT COMPANY (JOLIET IL)
IL
07/27/2006 - 05/25/2011
AXA ADVISORS, LLC (NAPERVILLE IL)
BOTH
Issued 08/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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