Unclaimed
Justin Branam is a financial advisor at Wells Fargo Clearing Services, LLC. Justin has been in the financial services industry for over 6 years and is registered with the state of Delaware to provide investment advice. Justin has also passed the Series 6, Series 63, Series 65, and SIE exams. Justin has experience working with individuals, businesses, and retirement plans. Justin specializes in financial planning, portfolio management, and investment consulting.
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.
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.
Investment consulting services to institutional clients
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.
1
2
DE
08/29/2022 - Present
Wells Fargo Clearing Services, LLC (GREENVILLE DE)
IA
Issued 08/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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