Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Roski is a registered investment advisor representative of CWM, LLC, DBA Carson Group Partners, a SEC registered investment advisory firm based in Omaha, NE. Justin has been in the financial services industry since 2012. Justin holds FINRA Series 66, 7TO, and SIE licenses. Justin specializes in providing investment advisory services to high-net-worth individuals, corporations, and pension plans. Justin's expertise includes financial planning, portfolio management, and estate planning.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
1
2
IN
01/10/2023 - Present
CWM, LLC (Indianapolis IN)
BOTH
Issued 09/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2022
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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