Unclaimed
Justin Cordier is a financial advisor currently registered with Charles Schwab & Co., Inc. Justin has been in the industry since February 2017, and has worked with TD Ameritrade, Inc. prior to joining Charles Schwab. Justin holds Series 63, Series 7, Series 9 and Series 10 licenses and has successfully passed the SIE exam. Justin is registered in Texas.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
09/01/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
02/03/2017 - 09/01/2023
TD AMERITRADE, INC. (Westlake TX)
BC
Issued 02/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/09/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Justin Cordier is the right advisor for you? Invested Better is here to help.