Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Larson is a financial advisor with over 20 years of experience in the industry. Justin is currently registered with Fidelity Personal And Workplace Advisors and has been working with clients since 2021. Previously, Justin was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, OptionsXpress, Inc., and Charles Schwab & Co., Inc. Justin has a strong track record of success and is committed to providing his clients with the highest level of service. Justin holds Series 3, 7, 9, 10, 63, and 66 licenses. Justin is also a registered investment advisor in Arizona and Texas. Justin specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses.
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.
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.
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2
AZ
08/21/2024 - Present
Fidelity Personal AND Workplace Advisors (GILBERT AZ)
AZ
09/19/2014 - 10/16/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
09/02/2011 - 08/20/2014
OPTIONSXPRESS, INC. (PHOENIX AZ)
AZ
11/15/1999 - 08/15/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
MN
05/13/1999 - 06/22/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/13/1999 - 06/22/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/07/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2011
Series 3 - National Commodity Futures Examination
BC
Issued 05/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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