Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Terrell is a financial advisor who has been in the industry since September 19, 2006. Justin is registered with Principal Securities, Inc. and has a total of 4 approved state registrations and one approved IA state registration. Justin is a Series 6, 7, 63 and 66 licensed advisor. In addition to his role as a financial advisor, Justin is also a Bank/Trust Officer at Principal Bank and Principal Trust Company. Justin is a licensed investment advisor representative in Maryland.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MD
01/11/2016 - Present
Principal Securities, Inc. (BETHESDA MD)
MD
03/13/2013 - 07/10/2015
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
MD
07/03/2006 - 01/31/2013
CALVERT INVESTMENT DISTRIBUTORS, INC. (BETHESDA MD)
BOTH
Issued 01/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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