Unclaimed
Justin Hanlon is a financial advisor with over 20 years of experience in the financial services industry. Justin is registered with RBC Capital Markets, LLC and has been with the firm since September 2020. Prior to joining RBC Capital Markets, LLC, Justin worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from July 2008 to September 2020. Justin has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Justin is committed to providing his clients with personalized financial advice that meets their individual needs. Justin is also a registered investment advisor and is licensed to sell securities in several states. Justin holds a Series 7, Series 31, Series 63, and Series 65 license.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
FL
09/03/2020 - Present
RBC Capital Markets, LLC (BOCA RATON FL)
FL
07/23/2008 - 09/08/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
FL
06/01/2005 - 06/25/2008
AMERIPRISE FINANCIAL SERVICES, INC. (BOCA RATON FL)
MN
06/01/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
08/14/2002 - 05/09/2005
FMSBONDS, INC. (BOCA RATON FL)
IA
Issued 07/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 08/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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