Unclaimed
Justin L. Valadez is a financial advisor with Northwest Financial Advisors LLC, located in Herndon, VA. Justin has been in the financial industry since 2011 and holds Series 6, 7, 63, and 65 licenses. Justin's areas of expertise include financial planning, portfolio management, and pension consulting. Justin has a strong track record of helping individuals and families achieve their financial goals. Northwest Financial Advisors LLC is a registered investment advisor firm with a strong focus on providing personalized financial advice to individuals, families, and businesses. The firm provides a range of services, including financial planning, investment management, and retirement planning.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
01/08/2015 - Present
Northwest Financial Advisors LLC (HERNDON VA)
VA
07/17/2014 - 10/09/2014
FIDELITY BROKERAGE SERVICES LLC (RESTON VA)
VA
08/22/2012 - 03/10/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
VA
05/05/2011 - 08/03/2012
MML INVESTORS SERVICES, LLC (GLEN ALLEN VA)
IA
Issued 12/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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