Unclaimed
Justin Mager is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Justin has been a registered representative for over 5 years, holding Series 7 and Series 66 licenses as well as the SIE exam. Justin has worked for Edward Jones and Fifth Third Bank. He currently holds a registration as a Registered Representative in the state of Wisconsin and a Registered Investment Advisor in the state of Illinois. Justin works primarily with individuals and has a strong focus on financial planning.
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.
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2
WI
01/14/2025 - Present
LPL Financial LLC (RACINE WI)
IL
06/17/2019 - 04/11/2022
EDWARD JONES (GURNEE IL)
IL
07/03/2018 - 06/06/2019
LPL FINANCIAL LLC (GRAYSLAKE IL)
BOTH
Issued 09/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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