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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Patrick Quillen is a financial advisor who has been in the industry since January 23, 2008. Justin Quillen is currently registered with Ameriprise Financial Services, LLC. Justin Quillen's previous employers include Investment Professionals, Inc., LPL Financial LLC, and UVEST FINANCIAL SERVICES GROUP, INC. Justin Quillen holds the Series 63, Series 65, Series 7, Series 24 and SIE licenses. Justin Quillen is registered with the state of Texas. Justin Quillen specializes in providing investment advice to high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit sharing plans, charitable organizations, and trusts/estates. Justin Quillen offers a range of services, including financial planning, asset allocation services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CA
09/11/2018 - Present
Ameriprise Financial Services, LLC (Carlsbad CA)
TX
08/14/2018 - 09/11/2018
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
SC
01/23/2008 - 08/29/2018
LPL FINANCIAL LLC (FORT MILL SC)
NC
08/16/2010 - 04/24/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
IA
Issued 12/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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