Unclaimed
Justin Guess is a financial advisor currently registered with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Justin is also a Certified Financial Planner, which demonstrates a commitment to ongoing education and professional development. Justin is licensed to provide investment advice in Idaho, Kansas, Tennessee, Texas, Utah, and Washington. Justin has experience with a variety of firms including LPL Financial LLC, FSC Securities Corporation, and CXI Advisors, LLC. Justin's expertise includes financial planning, pension consulting, and educational seminars. Justin specializes in working with individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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
TX
11/03/2023 - Present
Osaic Wealth, Inc. (HUDSON OAKS TX)
TX
06/21/2023 - 11/03/2023
FSC SECURITIES CORPORATION (HUDSON OAKS TX)
TX
08/24/2021 - 07/06/2023
LPL FINANCIAL LLC (NORTH RICHLAND HILLS TX)
TX
02/26/2018 - 07/29/2020
LPL FINANCIAL LLC (PLANO TX)
BOTH
Issued 10/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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