Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Shaffer is an investment advisor representative registered with OSAIC WEALTH, INC., a large national firm with a focus on individual investors and high-net-worth clients. Justin has been in the industry since 2008 and previously worked for SIGNATOR INVESTORS, INC. and TRANSAMERICA FINANCIAL ADVISORS, INC. in OELWEIN, IA. Justin is also a fixed insurance agent with FINANCIAL DECISIONS GROUP. Justin is a Series 6 and Series 63 registered representative and holds the Series 65 license. Justin has a wide range of experience in investment services, including financial planning, portfolio management, and fixed insurance sales.
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.
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.
1
2
IA
06/16/2020 - Present
Osaic Wealth, Inc. (OELWEIN IA)
IA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (OELWEIN IA)
IA
10/15/2008 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (OELWEIN IA)
IA
Issued 6/8/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/4/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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