Unclaimed
Justin Gifford is a financial advisor with Raymond James Financial Services Advisors, Inc. Justin has been in the financial services industry since July 24, 2014. Justin is registered in 23 states and is also licensed to provide investment advisory services in Illinois and Texas. Justin holds the Series 7, Series 66, and SIE licenses. Justin's areas of specialization include retirement planning, college savings, estate planning, and insurance. Justin is also a registered representative with First National Bank of Omaha and owns First Investments & Planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
01/17/2019 - Present
Raymond James Financial Services Advisors, Inc. (Dekalb IL)
IL
07/24/2014 - 10/29/2018
EDWARD JONES (AURORA IL)
BOTH
Issued 09/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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