Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Ebert is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Justin has been working in the industry since March 19, 2007. Justin is licensed in 53 states and has been working at Merrill Lynch, Pierce, Fenner & Smith Inc. since December 2014. Justin Ebert specializes in providing financial advice for individuals, corporations, and businesses. Justin holds Series 3, 7, 63, and 66 licenses. In addition, Justin holds the Series SIE license. Justin provides various services to clients, including portfolio management, financial planning, and pension consulting. Justin has held previous positions with TradingBlock, OptionsXpress, Inc., and Terra Nova Financial, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
02/13/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
IL
06/01/2012 - 08/26/2014
TRADINGBLOCK (CHICAGO IL)
IL
01/25/2010 - 05/25/2012
OPTIONSXPRESS, INC. (CHICAGO IL)
IL
01/10/2007 - 12/03/2009
TERRA NOVA FINANCIAL, LLC (CHICAGO IL)
IL
05/06/2004 - 08/16/2004
ASSENT LLC (BOLINGBROOK IL)
BOTH
Issued 01/31/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2007
Series 3 - National Commodity Futures Examination
BC
Issued 01/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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