Unclaimed
Justin Walt Parker is a financial advisor with over 20 years of experience in the industry. Justin holds Series 7, 63, and 65 licenses and the SIE certification. Justin is currently registered with Kestra Private Wealth Services, LLC in California and Texas. Justin is also a Registered Field Assistant. Previously, Justin worked at Hilltop Securities Inc. and M.L. Stern & Co., LLC. Justin's primary focus is working with high-net-worth individuals and provides a range of services, including financial planning, portfolio management, and pension consulting.
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.
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
CA
01/06/2021 - Present
Kestra Private Wealth Services, LLC (San Diego CA)
CA
10/01/2021 - 02/03/2022
KESTRA INVESTMENT SERVICES, LLC (San Diego CA)
CA
12/10/2008 - 12/15/2017
HILLTOP SECURITIES INC. (Del Mar CA)
CA
03/08/2001 - 12/19/2008
M.L. STERN & CO., LLC. (SAN DIEGO CA)
BC
Issued 12/29/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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