Unclaimed
Justin Ponella is a financial advisor who has been in the industry since 2006. Justin is currently registered with Ameritas Advisory Services, LLC. Justin has a Series 7, Series 6, and Series 63 securities license. Justin holds FINRA licenses and is also a licensed insurance agent. Justin previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company. Justin is registered with the state of Arizona, Florida, Kansas, Massachusetts, New Jersey, and New York. Justin is a licensed insurance agent to sell fixed insurance products for DiPaola Financial Group. Justin focuses on providing financial planning, pension consulting, educational seminars, and portfolio management for 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.
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.
Solicitor fees
1
2
NY
11/01/2021 - Present
Ameritas Advisory Services, LLC (MELVILLE NY)
NY
02/22/2006 - 03/14/2011
METLIFE SECURITIES INC. (HAUPPAUGE NY)
NY
02/22/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)
BC
Issued 05/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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