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Justin Adam Goldstein

Foreside Fund Services, LLC

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About Justin Adam Goldstein

Justin Goldstein is a financial professional with over a decade of experience in the financial industry. Justin's professional journey began in 2007 and has included roles at NYLIFE Securities LLC, Legg Mason Investor Services, LLC and OppenheimerFunds Distributor, Inc. Justin is currently registered with Foreside Fund Services, LLC and holds the Series 6, 7, and SIE licenses. Justin is currently registered with the Securities and Exchange Commission and holds a Series 63 license. Justin is registered in 51 states across the US, ensuring a broad reach for financial guidance. Justin's expertise extends to a range of financial products and services, and is committed to providing personalized advice to help clients achieve their financial goals.

Firm Information

Justin Goldstein is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Justin Goldstein’s Registration & Firm History

TX

12/20/2023 - Present

Foreside Fund Services, LLC (HOUSTON TX)

NY

06/09/2011 - 05/27/2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

NY

03/20/2008 - 06/07/2011

LEGG MASON INVESTOR SERVICES, LLC (NEW YORK NY)

NY

09/05/2007 - 03/12/2008

NYLIFE SECURITIES LLC (RYE NY)

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Licenses & Designations

BC

Issued 11/27/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2008

Series 7 - General Securities Representative Examination

BC

Issued 09/04/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Adam Goldstein.
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