Unclaimed
Justin Friedman is a financial advisor with LPL Financial LLC. Justin has been in the financial services industry since July 2013. Justin holds Series 7 and Series 66 licenses and is a Certified Financial Planner. Justin's primary office is located in Milford, Connecticut. Justin previously worked at Waddell & Reed, a financial services company that was acquired by Macquarie Group in 2018. In addition to his role with LPL, Justin is also the owner of Justin Friedman LLC, which provides investment-related services. Justin works with a variety of clients, including individuals, families, businesses, and non-profit organizations.
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
CT
07/21/2021 - Present
LPL Financial LLC (MILFORD CT)
CT
07/23/2013 - 07/21/2021
WADDELL & REED (NORWALK CT)
BOTH
Issued 10/31/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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