Unclaimed
Justin Francis Maddy is a financial advisor with over 10 years of experience in the industry. Justin is currently registered with LPL Financial LLC and is licensed in North Carolina and South Carolina. Justin's experience includes working with clients at Fidelity Brokerage Services LLC and Columbia Management Investment Distributors, Inc. Justin holds the Series 7, Series 63, Series 66, Series 99TO, and SIE licenses.
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
SC
04/18/2023 - Present
LPL Financial LLC (FORT MILL SC)
MO
09/22/2021 - 12/17/2021
SAXONY SECURITIES, INC. (ST. LOUIS MO)
GA
07/25/2014 - 02/03/2020
FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)
MA
09/17/2010 - 06/16/2014
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
NH
03/12/2010 - 08/31/2010
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 10/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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