Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Pagnard is a financial advisor registered with Cetera Investment Advisers LLC and Vantage Financial Group, Inc.. Justin has over 16 years of experience in the financial services industry and holds multiple licenses and certifications including the Series 6, 7, 63, and 65 licenses. Justin's previous roles have included Financial Advisor and Advisory Representative roles, and Justin is active in the financial community as President of NAIFA Cleveland. Justin offers a variety of financial services including financial planning, asset management, and investment advice, and specializes in working with individuals, corporations, and charitable organizations. Justin's clients appreciate his dedication to providing personalized financial guidance and his commitment to building long-term relationships.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (CLEVELAND OH)
OH
01/10/2011 - 09/03/2013
WALNUT STREET SECURITIES, INC. (CLEVELAND OH)
OH
09/29/2009 - 01/10/2011
KEY INVESTMENT SERVICES LLC (STREETSBORO OH)
OH
01/01/2007 - 09/17/2009
CHASE INVESTMENT SERVICES CORP. (AKRON OH)
IA
Issued 6/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/9/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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