Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Morales is a financial advisor at LPL Financial LLC in New Braunfels, TX. Justin has been in the financial services industry for over 10 years. He is licensed to provide investment advice in the state of Texas. Prior to joining LPL Financial LLC, Justin worked at MML Investors Services, LLC. Justin holds the Series 7TO and Series 66 licenses and has experience in providing financial planning, investment advice, and portfolio management services to individuals, families, and businesses. Justin's specialties include retirement planning, college savings, and estate planning.
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.
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2
TX
03/20/2023 - Present
LPL Financial LLC (NEW BRAUNFELS TX)
TX
02/11/2022 - 03/09/2022
MML INVESTORS SERVICES, LLC (HOUSTON TX)
BOTH
Issued 02/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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