Unclaimed
Justin Edward Obrien is a financial advisor with over 13 years of experience in the industry. Justin is currently registered with Thrivent Investment Management Inc. in Alaska and Texas. Justin has previously worked with Morgan Stanley and RBC Capital Markets, LLC in Washington. Justin is a Series 7 and 66 licensed advisor, and holds the SIE designation. Justin specializes in providing financial planning and portfolio management for individuals.
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.
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
AK
06/23/2020 - Present
Thrivent Investment Management Inc. (Palmer AK)
WA
07/22/2013 - 11/01/2016
MORGAN STANLEY (SILVERDALE WA)
WA
06/26/2006 - 07/25/2013
RBC CAPITAL MARKETS, LLC (SEATTLE WA)
OR
01/11/2006 - 03/10/2006
RBC DAIN RAUSCHER INC. (PORTLAND OR)
BOTH
Issued 07/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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