Unclaimed
Justin Pike is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hillsboro, OR. Justin has been in the industry since 2009, and has experience working with individuals, families, and businesses. Justin is registered with the state of Oregon and several other states, and offers a variety of financial services, including portfolio management, retirement planning, and college savings planning. Justin is also a Registered Representative of Merrill Lynch, Pierce, Fenner & Smith Incorporated and is also registered with FINRA and several state securities regulators.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
08/05/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HILLSBORO OR)
WA
11/11/2011 - 06/09/2015
AMERIPRISE FINANCIAL SERVICES, INC. (EDMONDS WA)
WA
06/15/2009 - 10/28/2011
AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)
BOTH
Issued 7/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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