Unclaimed
Justin Samland is a financial advisor registered with LPL Financial LLC. Justin has been in the financial services industry for over 7 years. Justin is licensed to provide financial advice in New York. Justin has passed the Series 6, Series 7, Series 63 and Series 66 exams. Justin's previous experience includes working with M&T Securities, Inc. and Northwest Bank. Justin's areas of focus include financial planning, investment management, and retirement planning.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
12/19/2023 - Present
LPL Financial LLC (AMHERST NY)
NY
03/10/2016 - 07/25/2017
M&T SECURITIES, INC. (AMHERST NY)
BOTH
Issued 12/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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