Unclaimed
Justin Paul Ferdula is a financial advisor who has been in the industry since August 19, 2002. Justin is currently registered with RBC Capital Markets, LLC and has been with them since May 2017. Prior to that, Justin was with Morgan Stanley and Citigroup Global Markets Inc. Justin has a wide range of experience in the financial services industry, including experience in investment advisory, securities brokerage, and futures trading. Justin is also a Certified Financial Planner. Justin provides financial planning services to individuals, families, and businesses. Justin is also a board member for the Ravinia Festival Association. Justin specializes in providing financial advice to individuals, families, and businesses.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
IL
05/08/2017 - Present
RBC Capital Markets, LLC (CHICAGO IL)
NY
06/01/2009 - 05/10/2017
MORGAN STANLEY (NEW YORK NY)
NY
08/20/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 03/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/15/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2011
Series 3 - National Commodity Futures Examination
BC
Issued 06/03/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/31/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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