Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Penzell is a financial advisor with Ameriprise Financial Services, LLC based in Atlanta, Georgia. Justin has been working in the financial services industry since 2015 and has held previous positions with Truist Investment Services, Inc., Morgan Stanley, and Ameriprise Financial Services, Inc. Justin is licensed to provide financial advice in multiple states including Florida, Georgia, Texas and more. He is a Series 63, 65, 7 and SIE licensed holder and has several years of experience in the industry. Ameriprise Financial Services, LLC is a well-established and reputable firm with over a century of experience in the financial services industry. Justin is dedicated to providing personalized financial advice and guidance to individuals and families seeking to achieve 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.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
GA
08/10/2023 - Present
Ameriprise Financial Services, LLC (Atlanta GA)
FL
10/19/2021 - 02/11/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Tampa FL)
FL
11/18/2020 - 10/13/2021
TRUIST INVESTMENT SERVICES, INC. (TAMPA FL)
FL
11/02/2016 - 10/27/2020
MORGAN STANLEY (TAMPA FL)
FL
10/13/2015 - 10/28/2016
AMERIPRISE FINANCIAL SERVICES, INC. (WESLEY CHAPEL FL)
BC
Issued 10/30/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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