Unclaimed
Justin Gene Pestel is a financial advisor who has been in the industry since 2017. Justin is currently registered with LPL Financial LLC and is also registered with the state of Texas. Justin has a Series 7, Series 66 and SIE license and is also a registered investment advisor. Previously, Justin was a registered representative for Woodbury Financial Services, Inc. Justin has experience in providing financial planning, portfolio management, and consulting services to individuals and businesses. Justin is also a registered investment advisor and is registered with the state of Texas.
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
TX
10/12/2023 - Present
LPL Financial LLC (WICHITA FALLS TX)
TX
09/07/2017 - 10/19/2023
WOODBURY FINANCIAL SERVICES, INC. (WICHITA FALLS TX)
BOTH
Issued 01/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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