Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Amit is a financial advisor registered with the state of California and affiliated with Bedell Frazier Investment Counselling, LLC. Justin has been in the financial industry since 2013. Justin holds the Series 6, 7 and 66 licenses and is also a Chartered Financial Analyst. Justin focuses on providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Justin has experience with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
02/11/2020 - Present
Bedell Frazier Investment Counselling, LLC (WALNUT CREEK CA)
AZ
03/14/2019 - 02/26/2020
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
CA
03/27/2014 - 03/22/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKLAND CA)
CA
06/24/2013 - 11/01/2013
SAGEPOINT FINANCIAL, INC. (SOUTH PASADENA CA)
BOTH
Issued 05/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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