Unclaimed
Justin Whitsell is a financial advisor with Western Wealth Management LLC. Justin has been working in the financial services industry since 2008. Justin is registered to provide investment advice in California, Colorado, Hawaii, Idaho, Michigan, Ohio, Oklahoma, Oregon, Texas, and Washington. Justin also holds Series 66, Series 7, and SIE licenses. Justin has previous experience with EDWARD JONES. Justin has a strong background in financial planning, portfolio management, and pension consulting. Justin is dedicated to helping clients achieve their financial goals.
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
CA
06/22/2016 - Present
Western Wealth Management LLC (Roseville CA)
CA
02/18/2008 - 11/03/2011
EDWARD JONES (CITRUS HEIGHTS CA)
BOTH
Issued 04/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Justin Whitsell is the right advisor for you? Invested Better is here to help.