Unclaimed
Justin West is a financial advisor with LPL Financial LLC in Sheridan, Wyoming. Justin has been in the financial services industry since 2001 and has been registered with LPL Financial LLC since 2017. Justin has a Series 63, SIE, and Series 6 license. Justin has held previous positions with Investment Centers of America, Inc., Bancwest Investment Services, Inc., Primevest Financial Services, Inc., and Invest Financial Corporation. Justin also serves as Market President for First National Bank of Buffalof and is an owner of Scythe Investments, LLC, a ranch business.
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
WY
11/29/2017 - Present
LPL Financial LLC (SHERIDAN WY)
WY
10/16/2009 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (SHERIDAN WY)
WY
05/17/2006 - 07/10/2008
BANCWEST INVESTMENT SERVICES, INC. (GILLETTE WY)
MN
02/07/2001 - 05/17/2006
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
WI
07/31/2000 - 02/07/2001
INVEST FINANCIAL CORPORATION (APPLETON WI)
BC
Issued 12/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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