Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Lowell Clark is a financial advisor registered with Cetera Investment Advisers LLC. Justin has been in the financial industry for over 17 years and has experience providing financial advice to a variety of clients, including individuals, corporations, and retirement plans. Justin is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 66, and SIE securities licenses. Justin's specialties include financial planning, portfolio management, and retirement planning. Justin is dedicated to helping clients achieve their financial goals and providing them with the personalized service they deserve.
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.
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2
TX
10/18/2023 - Present
Cetera Investment Advisers LLC (FRISCO TX)
TX
09/01/2023 - 10/20/2023
OSAIC WEALTH, INC. (DALLAS TX)
TX
07/07/2006 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (DALLAS TX)
FL
11/22/2005 - 05/31/2006
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
BOTH
Issued 6/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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