Unclaimed
Justin C Jolly is a financial advisor who has been in the industry since 2007. Justin has a diverse background, having worked with several firms including Mutual Securities, Inc., Securities America, Inc., LPL Financial LLC, CUNA Brokerage Services, Inc., and Chase Investment Services Corp. Justin currently works with PFG Advisors and is a registered representative with the state of North Carolina.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
07/02/2024 - Present
PFG Advisors (West Jefferson NC)
NE
08/11/2022 - 05/31/2024
MUTUAL SECURITIES, INC. (Omaha NE)
AZ
10/10/2017 - 07/22/2022
SECURITIES AMERICA, INC. (PHOENIX AZ)
AZ
01/03/2011 - 10/11/2017
LPL FINANCIAL LLC (PEORIA AZ)
AZ
01/20/2009 - 12/20/2010
LPL FINANCIAL CORPORATION (PHOENIX AZ)
AZ
12/18/2008 - 01/22/2009
CUNA BROKERAGE SERVICES, INC. (PHOENIX AZ)
AZ
10/04/2006 - 01/09/2008
CHASE INVESTMENT SERVICES CORP. (FLAGSTAFF AZ)
IA
Issued 08/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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