Unclaimed
Justin John Pietrasz is a financial advisor with over 8 years of experience in the industry. Justin is a Certified Financial Planner and a Chartered Financial Consultant. Justin is currently registered with Oneseven and is licensed to provide financial advice in Ohio. Justin has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Justin specializes in financial planning, portfolio management, and pension 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Solicitors' fees for referrals to other money managers
1
2
OH
05/13/2022 - Present
Oneseven (BEACHWOOD OH)
IA
Issued 07/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/09/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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