Unclaimed
Justin James Gedlen is a financial advisor with over 14 years of experience in the industry. Justin currently works at Cetera Investment Advisers LLC, where they offer a range of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Justin is also a certified financial planner. Prior to joining Cetera Investment Advisers LLC, Justin was a financial professional at First Financial Equity Corporation and an advisor at WEA Investment Services, Inc. Justin is registered with FINRA and is licensed to offer investment advice in 15 states, including Arizona, California, Colorado, Illinois, Indiana, Kansas, Louisiana, Michigan, Minnesota, New York, Oklahoma, Oregon, Texas, and Wisconsin.
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.
1
2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (ADDISON TX)
TX
01/28/2010 - 04/20/2022
FIRST FINANCIAL EQUITY CORPORATION (ADDISON TX)
WI
01/24/2008 - 08/22/2008
WEA INVESTMENT SERVICES, INC. (MADISON WI)
BOTH
Issued 2/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Justin Gedlen is the right advisor for you? Invested Better is here to help.