Unclaimed
Justin Thomas Lachey is a registered representative of Southstate|duncanwilliams Securities Corp. Justin has been in the securities industry since 2004 and is licensed to sell securities in 11 states. He is a graduate of the University of Memphis and holds a Series 7, Series 63, Series 31, and SIE licenses. Justin has experience in a variety of financial markets, including equities, fixed income, and futures. He is committed to providing clients with personalized financial advice and helping them reach their financial goals.
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.
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.
1
2
TN
10/17/2005 - Present
Southstate|duncanwilliams Securities Corp. (MEMPHIS TN)
NY
05/27/2004 - 04/25/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 07/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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