Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Free is a financial advisor with Schwab Wealth Advisory, Inc. Justin is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Justin has a combined 12 years of experience in the financial services industry. Justin has been with Schwab Wealth Advisory, Inc. since September 2023. Justin is licensed to provide financial advice in 26 states and has passed the Series 66, Series 7, Series 9, Series 10, and SIE exams. Justin is a Certified Financial Planner and holds a specialization in Retirement Planning, College Savings Planning, and Estate 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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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AZ
09/18/2023 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
AZ
10/15/2019 - 09/22/2023
MORGAN STANLEY (GILBERT AZ)
WI
07/11/2018 - 08/23/2019
WELLS FARGO CLEARING SERVICES, LLC (APPLETON WI)
AZ
06/21/2011 - 06/25/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 08/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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