Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Rodrigues is a financial advisor with Osaic Institutions, Inc. Justin has been in the financial industry since March 2011. Justin is registered with the state of Connecticut and Massachusetts. Justin has a Series 7, Series 6, Series 63 and Series 66 securities licenses. Justin is also a Registered Investment Advisor Representative. Justin's previous employers include LPL FINANCIAL LLC and DIRECTED SERVICES LLC. Justin specializes in financial planning, pension consulting, educational seminars, selection of other advisors, 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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
CT
07/26/2017 - Present
Osaic Institutions, Inc. (SOUTHBURY CT)
CT
10/30/2012 - 12/28/2015
LPL FINANCIAL LLC (ELLINGTON CT)
CT
03/08/2011 - 10/26/2012
DIRECTED SERVICES LLC (WINDSOR CT)
BOTH
Issued 08/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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