Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Gradolf is an investment advisor representative with THE Ayco Company, LP. Justin has been in the financial services industry since 2006. Justin is registered with the state of Florida and the Financial Industry Regulatory Authority (FINRA). Justin holds Series 3, 6, 7TO, 63, and 65 licenses. Justin specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars. Justin is also registered as an investment advisor representative with Cambridge Investment Research, Inc., and OHIO NATIONAL EQUITIES, INC..
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.
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.
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
11/15/2023 - Present
THE Ayco Company, LP (Miami FL)
MD
11/13/2018 - 12/20/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Columbia MD)
OH
06/14/2007 - 09/18/2018
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
OH
09/04/2006 - 06/14/2007
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
BC
Issued 04/06/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2024
Series 3 - National Commodity Futures Examination
BC
Issued 03/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2006
Series 6 - Investment Company Products/Variable Contracts 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 Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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 MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Justin Gradolf is the right advisor for you? Invested Better is here to help.
