Unclaimed
Justin Lee Turcotte is a financial advisor with over 20 years of experience in the financial services industry. Justin is currently registered with Raymond James Financial Services Advisors, Inc., a firm with over 6,476 registered representatives and over $344 billion in assets under management. Prior to joining Raymond James Financial Services Advisors, Inc., Justin was employed at Commonwealth Financial Network and Northwestern Mutual Investment Services, LLC. Justin holds Series 6, 7, 63, and 66 securities licenses, as well as the SIE exam. Justin is registered to provide investment advice in 23 states. He is also a licensed life insurance agent in Massachusetts.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
04/24/2024 - Present
Raymond James Financial Services Advisors, Inc. (Newton Lower Falls MA)
MA
09/01/2006 - 03/28/2024
COMMONWEALTH FINANCIAL NETWORK (NEWTON LOWER FALLS MA)
MA
11/12/2001 - 09/06/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WELLESLEY MA)
BOTH
Issued 05/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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