Unclaimed
Justin Barton Lynam is a financial advisor with Osaic Wealth, Inc. Justin has been working in the financial industry since November 2018. Justin has a strong background in financial planning and portfolio management, and is committed to providing his clients with personalized financial advice. Justin is registered with the state of Delaware, Maryland, and New Jersey. Justin specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Justin's previous experience includes working as a Registered IAR Assistant for Woodbury Financial Services, Inc. and as a police officer for the Annapolis City Police.
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
DE
01/19/2024 - Present
Osaic Wealth, Inc. (LEWES DE)
DE
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LEWES DE)
DE
11/28/2018 - 03/01/2019
QUESTAR CAPITAL CORPORATION (WILMINGTON DE)
BOTH
Issued 10/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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