Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Raleigh is a financial advisor with Sofi Wealth LLC. Justin has been in the financial services industry since 2005 and has experience in providing investment advice and financial planning. Justin is registered with the state of Utah as an Investment Advisor Representative and a Registered Representative. Justin holds the Series 7, Series 63, Series 65, and SIE licenses. Justin is committed to providing personalized financial advice to help clients achieve their financial 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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CA
07/01/2019 - Present
Sofi Wealth LLC (SAN FRANCISCO CA)
UT
11/27/2018 - 03/26/2019
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
03/11/2013 - 11/19/2018
MORGAN STANLEY (SOUTH JORDAN UT)
UT
12/07/2011 - 02/11/2013
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
07/28/2009 - 11/16/2011
E*TRADE SECURITIES LLC (SANDY UT)
UT
07/25/2005 - 02/17/2009
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 10/24/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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