Unclaimed
Justin Arce is a financial advisor at LPL Financial LLC. Justin has been in the financial industry since 2010 and has held several positions with other firms before joining LPL. Justin is registered with the state of California and Texas and holds multiple licenses, including Series 7, 6, 63, 65 and 24. Justin specializes in providing financial planning, portfolio management and other non-discretionary advisory services to individuals, corporations, businesses and charitable organizations.
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
CA
03/18/2024 - Present
LPL Financial LLC (RANCHO CUCAMONGA CA)
CA
02/20/2018 - 03/21/2024
OSAIC WEALTH, INC. (LOS ANGELES CA)
CA
07/19/2010 - 02/22/2018
FORESTERS FINANCIAL SERVICES, INC. (MONROVIA CA)
IA
Issued 01/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/19/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/28/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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