Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justine? Claim Your ProfileJustine Elie is an active Registered Representative and Investment Advisor Representative, with over 15 years of experience in the financial services industry. Justine is currently registered with LPL Financial LLC in San Diego, CA. Justine has held previous positions with a variety of firms, including North Capital Private Securities Corporation, HD Vest Investment Services, TD Ameritrade, Inc., Fidelity Brokerage Services LLC, and Brown & Company Securities Corporation. Justine holds Series 6, 7, 24, 63, and 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Justine has a strong track record of success in providing financial advice to individuals, businesses, and organizations. Justine is committed to providing her clients with personalized financial solutions that meet their unique needs and goals.
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.
1
2
CA
07/08/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
TX
05/03/2017 - 06/18/2020
NORTH CAPITAL PRIVATE SECURITIES CORPORATION (Fort Worth TX)
TX
02/05/2016 - 12/12/2016
HD VEST INVESTMENT SERVICES (DALLAS TX)
TX
09/30/2011 - 11/06/2014
TD AMERITRADE, INC. (FORT WORTH TX)
NH
12/09/2004 - 11/07/2006
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NY
06/25/2002 - 03/08/2004
IFMG SECURITIES, INC. (PURCHASE NY)
MA
03/22/2000 - 03/02/2001
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
MA
06/03/1999 - 10/13/1999
SCUDDER FINANCIAL SERVICES, INC. (BOSTON MA)
NY
09/19/1997 - 06/03/1999
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MA
04/24/1997 - 08/14/1997
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BOTH
Issued 03/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Justine Elie is the right advisor for you? Invested Better is here to help.
