Unclaimed
Lindsey Junca is a financial advisor who has been in the industry since February 2012. Lindsey has been a registered representative and investment advisor representative with J.P. Morgan Securities LLC since October 2012, and is currently affiliated with Cetera Investment Advisers LLC. Lindsey works with individuals, high net worth individuals, corporations, pension plans, and charitable organizations. Lindsey provides a range of services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Lindsey is licensed in Louisiana and Mississippi.
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.
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
LA
05/15/2023 - Present
Cetera Investment Advisers LLC (BATON ROUGE LA)
LA
10/01/2012 - 05/02/2023
J.P. MORGAN SECURITIES LLC (BATON ROUGE LA)
LA
02/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BATON ROUGE LA)
BOTH
Issued 06/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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