Unclaimed
Robert Justice is a financial advisor with LPL Financial LLC. Robert has over 29 years of experience in the financial services industry. Robert is registered with the state of Ohio as a Registered Representative and Investment Advisor Representative. Robert holds the Series 6, SIE, and Series 63 licenses. Robert has previously been employed with Independence Capital Co., Inc., John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company.
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
OH
04/13/2010 - Present
LPL Financial LLC (MENTOR OH)
OH
04/15/1996 - 04/08/2002
INDEPENDENCE CAPITAL CO., INC. (PARMA OH)
MA
03/09/1994 - 04/17/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/09/1994 - 04/17/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 08/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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