Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Brand Wolfe is a financial professional with over 20 years of experience in the industry. Justin is a registered representative and investment advisor representative with Cambridge Investment Research Advisors, Inc. Justin is also an owner and financial professional with Strategic Investment Partners, a DBA. Justin is a registered representative in Florida, North Carolina and Oklahoma. Justin's certifications include the Series 7, Series 24, Series 63, Series 65 and Series 66 exams. Justin also holds the Securities Industry Essentials Examination (SIE). Justin has a strong commitment to providing personalized financial guidance to individuals and families.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
10/12/2017 - Present
Cambridge Investment Research Advisors, Inc. (Wilmington NC)
NC
02/23/2007 - 10/19/2017
LPL FINANCIAL LLC (WILMINGTON NC)
NC
10/03/2001 - 02/28/2007
EDWARD JONES (WILMINGTON NC)
NC
07/28/1999 - 09/21/2001
COASTAL DISCOUNT STOCKBROKERS, INC. (WILMINGTON NC)
BOTH
Issued 01/16/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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