Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Cerritelli is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Justin has been in the financial industry since 2008. Justin holds Series 7, 63, and 66 licenses and the SIE exam. Justin has worked with previous firms such as LPL Financial LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., NYLIFE Securities LLC, and AXA Advisors, LLC. Justin specializes in providing financial advice to individuals, businesses, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations. Justin also provides portfolio management services for businesses and individuals. Justin's experience and expertise make him a valuable resource for clients seeking financial guidance.
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
NJ
02/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RAMSEY NJ)
NY
12/18/2013 - 10/20/2022
LPL FINANCIAL LLC (ORANGEBURG NY)
NJ
10/01/2012 - 11/01/2013
J.P. MORGAN SECURITIES LLC (ELMWOOD PARK NJ)
NJ
11/18/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ELMWOOD PARK NJ)
NJ
07/14/2008 - 11/20/2009
NYLIFE SECURITIES LLC (SADDLE BROOK NJ)
NJ
04/04/2008 - 06/18/2008
AXA ADVISORS, LLC (MORRISTOWN NJ)
BOTH
Issued 01/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2008
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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