Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Wegley is a financial advisor with LPL Financial LLC. Justin has been in the financial services industry since May 2021. Justin holds the Series 63, Series 6TO and SIE licenses. Justin is registered with the states of Pennsylvania and Texas. Justin is also registered with FINRA and the state of Pennsylvania as an investment advisor representative. Justin's firm LPL Financial LLC, is headquartered in Fort Mill, South Carolina, and is a registered investment advisor with the Securities and Exchange Commission. LPL Financial LLC provides a range of financial services, including financial planning, portfolio management, and investment advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
11/03/2022 - Present
LPL Financial LLC (MURRYSVILLE PA)
PA
12/04/2021 - 11/01/2022
TRUSTMONT FINANCIAL GROUP, INC. (MURRYSVILLE PA)
BC
Issued 12/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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