Unclaimed
Justin Kelly Mambaje is a financial advisor with Transamerica Financial Advisors, Inc. Justin has been in the industry for over 10 years, working with a variety of clients including individuals, families, and businesses. He has a Series 6, Series 63, and Series 65 license as well as an SIE designation. Justin provides financial planning services including portfolio management for individuals and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
01/08/2021 - Present
Transamerica Financial Advisors, Inc. (BURLINGAME CA)
IA
Issued 09/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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