Unclaimed
Justin Elia is a financial advisor with LPL Financial LLC, where Justin has been working since July 31, 2023. Previously, Justin worked for Ameriprise Financial Services, LLC in Minneapolis, MN from November 18, 2022 to July 3, 2023. Justin has passed the Series 7TO, Series 63 and SIE exams. Justin is registered with the state of Nevada. LPL Financial LLC is a registered investment advisor with more than $50 billion in assets under management. The firm has a wide range of experience working with 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.
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.
1
2
NV
07/31/2023 - Present
LPL Financial LLC (LAS VEGAS NV)
MN
11/18/2022 - 07/03/2023
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
BC
Issued 12/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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