Unclaimed
Justin James Gedlen is a financial advisor with Cetera Investment Advisers LLC, based in Addison, TX. Justin has been a financial advisor for over 13 years, having started his career in 2008. Justin has worked at several firms over the years, including First Financial Equity Corporation, WEA Investment Services, Inc., and Disciplined Advisors Group. Justin holds a Series 66 license, Series 7 license and the SIE, is a Certified Financial Planner, and is registered in 15 states. Justin is also active in the community and is a member of various professional organizations.
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 02/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
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.