Unclaimed
Justin Vestri is a financial advisor with Wealthcare Advisory Partners LLC. Justin has served as an investment advisor representative for Wealthcare Advisory Partners, LLC and a registered representative with LPL Financial, LLC since 03/2021. Justin is also a registered representative with LPL Financial, LLC. Justin has served as an investment advisor representative for Wealthcare Advisory Partners, LLC and a registered representative with LPL since 03/2021. Justin is registered in Florida and New York as an investment advisor representative and has a Series 63, Series 65, Series 7, and Series 6 licenses. Justin has been in the industry since 2019.
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.
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.
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
PA
03/12/2021 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
NY
07/22/2019 - 04/17/2020
CITIZENS SECURITIES, INC. (LOCKPORT NY)
IA
Issued 06/04/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Justin Vestri is the right advisor for you? Invested Better is here to help.