Unclaimed
Steven Craig Justice is a financial advisor with LPL Financial LLC. He has been in the financial industry since November 13, 2008. Steven Craig Justice is registered with the state of California as both a securities agent and an investment advisor representative. Steven Craig Justice has passed the Series 6, 7, 99, 63, and 65 exams and the Securities Industry Essentials (SIE) Exam. Steven Craig Justice has worked in the San Diego office of LPL Financial LLC since January 2010. His prior employment was with Scudder Investor Services, Inc. in New York, NY from June 2, 1994 to August 16, 2000.
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.
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2
CA
01/29/2018 - Present
LPL Financial LLC (SAN DIEGO CA)
NY
06/02/1994 - 08/16/2000
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
IA
Issued 01/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2015
Series 99 - Operations Professional Examination
BC
Issued 06/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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