Unclaimed
Justin Koeppe is a financial advisor who has been in the industry since April 3, 2008. Justin currently works for Sammons Financial Network, LLC in West Des Moines, IA. Prior to this role, Justin worked for Princor Financial Services Corporation in Des Moines, IA. Justin holds Series 6, SIE and Series 63 licenses. Justin is registered in Iowa, North Carolina and South Carolina.
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.
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.
1
2
IA
01/31/2012 - Present
Sammons Financial Network, LLC (WEST DES MOINES IA)
IA
02/12/2008 - 12/09/2011
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 02/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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