Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Lemish is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Justin is a securities professional with over 10 years of experience in the industry. Justin has Series 63, Series 66, Series 7 and SIE licenses. In addition to being registered in Texas, Justin is also registered in 42 other states for Broker-Dealer securities. Justin is a member of the Champions Rotary of Justin and the Sigma Chi Kappa Xi Chapter Housing Corp.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
01/19/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FLOWER MOUND TX)
TX
05/16/2016 - 10/25/2017
EDWARD JONES (DENTON TX)
TX
08/16/2013 - 04/25/2016
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 06/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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