Unclaimed
Justin Esposito is a financial advisor who has been working in the financial services industry since March 2009. Justin currently works at LPL Financial LLC in Florham Park, NJ. Previously, Justin worked for Bodnar Financial Advisors, Inc. and Cambridge Investment Research, Inc. Justin is registered with FINRA as a Registered Representative (Series 7, 63, and SIE) and is also a Registered Investment Advisor in New Jersey, Kentucky, New York, and Pennsylvania. Justin has extensive experience in the financial services industry and is committed to providing personalized financial advice to his clients.
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.
Consulting and other non-discretionary advisory services
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
NJ
08/04/2022 - Present
LPL Financial LLC (FLORHAM PARK NJ)
NJ
01/08/2021 - 08/08/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (FLORHAM PARK NJ)
NJ
01/06/2020 - 12/01/2020
MILLINGTON SECURITIES, INC. (RED BANK NJ)
NJ
01/03/2017 - 12/31/2019
FORESIDE FUND SERVICES, LLC (Red Bank NJ)
ME
12/20/2010 - 12/31/2016
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
BC
Issued 01/05/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/17/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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