Unclaimed
Justin Crosby Lien is a financial advisor based in Dallas, Texas. Justin has been in the industry since 2009 and has held previous roles at Merrill Lynch and Bank of America Securities. Justin is currently registered with Truist Securities, Inc. Justin holds Series 7, 79, and SIE licenses as well as a Series 63 license. Justin is registered to provide investment advice in 52 states and the District of Columbia.
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.
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.
1
2
TX
10/22/2015 - Present
Truist Securities, Inc. (DALLAS TX)
NY
11/01/2010 - 05/06/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
12/22/2009 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)
BC
Issued 01/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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