Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Levanetz is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. Justin has been in the industry for over 25 years and is registered to provide investment advice and sell securities in numerous states. Justin is dedicated to helping clients achieve their financial goals. Justin has worked with many different clients, including high-net-worth individuals, corporations, and retirement plans.
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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WI
01/03/2025 - Present
LPL Financial LLC (GREENVILLE WI)
WI
06/06/2016 - 02/09/2024
WELLS FARGO CLEARING SERVICES, LLC (NEENAH WI)
WI
12/18/2012 - 06/13/2016
J.P. MORGAN SECURITIES LLC (FREEDOM WI)
WI
11/23/2010 - 12/20/2012
CETERA INVESTMENT SERVICES LLC (APPLETON WI)
WI
12/18/2008 - 11/18/2010
AMERIPRISE FINANCIAL SERVICES, INC. (NEENAH WI)
WI
07/28/2006 - 12/23/2008
LPL FINANCIAL CORPORATION (NEENAH WI)
WI
09/29/1998 - 08/25/2006
ASSOCIATED INVESTMENT SERVICES, INC. (NEENAH WI)
GA
07/28/1997 - 10/13/1998
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 08/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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