Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Walsh is a financial advisor with Santander Securities LLC. Justin has been in the financial industry since October 1996. Justin is registered to provide investment advice in Rhode Island and Massachusetts. Justin also has a Series 7, Series 10, Series 9, Series 24, Series 63 and Series 65 license. Justin is an experienced advisor with a focus on financial planning, selection of other advisors, and portfolio management for businesses and individuals. Justin has worked with TD Private Client Wealth LLC, TD Bank, NA, TIAA, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, Powertrack, Santander Bank, NA and Santander Securities, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
01/13/2022 - Present
Santander Securities LLC (Boston MA)
RI
08/25/2015 - 04/26/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PROVIDENCE RI)
CT
05/09/2013 - 04/08/2015
TD PRIVATE CLIENT WEALTH LLC (HARTFORD CT)
CT
07/16/2010 - 04/04/2013
WELLS FARGO ADVISORS, LLC (NEW HAVEN CT)
CT
05/22/2009 - 12/23/2009
ESSEX FINANCIAL SERVICES, INC. (ESSEX CT)
CT
06/16/2006 - 03/25/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW HAVEN CT)
CT
02/10/2004 - 06/20/2006
CCO INVESTMENT SERVICES CORP. (OLD LYME CT)
NY
04/29/1998 - 01/30/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/20/1995 - 04/28/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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