Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Eccleston is a financial advisor with Merit Financial Advisors. Justin has been in the financial industry for over 10 years, and has worked for several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC. Justin holds Series 7, 63, and 66 licenses. Justin specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Consulting fees
1
2
GA
01/18/2022 - Present
Merit Financial Advisors (ALPHARETTA GA)
NY
12/06/2013 - 08/12/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
PA
06/16/2011 - 04/10/2012
WELLS FARGO ADVISORS, LLC (FAIRLESS HILLS PA)
NY
02/19/2009 - 07/13/2009
OLYMPIA ASSET MANAGEMENT,LTD. (NEW YORK NY)
BOTH
Issued 12/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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