Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Garofalo is a financial advisor with over 11 years of experience in the financial industry. He is currently registered with Principal Securities, Inc. Justin is a registered representative and investment advisor representative in the state of Georgia. His office is located in Atlanta, Georgia. Justin's previous experience includes working at Mutual of Omaha Investor Services, Inc. and Register Financial Associates, Inc.. He is also a licensed insurance agent in Georgia and holds Series 7, 24, 51, and 66 licenses. He specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
GA
04/24/2019 - Present
Principal Securities, Inc. (Atlanta GA)
GA
08/21/2018 - 04/16/2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (Duluth GA)
GA
06/20/2017 - 07/10/2018
REGISTER FINANCIAL ASSOCIATES, INC. (ATLANTA GA)
GA
08/13/2014 - 06/16/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
TN
08/06/2010 - 10/15/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 10/14/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/20/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Justin Garofalo is the right advisor for you? Invested Better is here to help.
