Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Volence is a registered representative with Equity Services, Inc. Justin has been in the financial industry for 7 years. Justin has passed both the Series 7 and the Series 66 exams. Justin is also a registered investment advisor representative with Equity Services, Inc. Justin has a total of 204 clients and $2,124,751,345 in assets under management. Justin's experience includes working with HSBC Securities (USA) Inc., JP Morgan Securities, LLC, and LPL Financial LLC. Justin's specializations include financial planning, pension consulting, educational seminars, 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.
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.
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2
NY
03/27/2024 - Present
Equity Services, Inc. (HAUPPAUGE NY)
NY
09/30/2020 - 02/29/2024
LPL FINANCIAL LLC (PLAINVIEW NY)
NY
10/17/2019 - 09/29/2020
J.P. MORGAN SECURITIES LLC (COLLEGE POINT NY)
NY
10/17/2016 - 09/26/2019
HSBC SECURITIES (USA) INC. (NEW YORK NY)
BOTH
Issued 10/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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