Unclaimed
Justin Chizmar is a financial advisor with Edward Jones. Justin has been in the industry since December 2016 and is registered in multiple states, including Oklahoma, Texas, and others. Justin's primary areas of expertise include financial planning, portfolio management for businesses and individuals, and selecting other advisors. He is a Series 7 and Series 66 licensed holder and has also earned the SIE exam designation. Justin's experience and expertise make him a valuable resource for clients looking for comprehensive financial advice.
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.
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.
See schedule d - miscellaneous
1
2
OK
12/04/2018 - Present
Edward Jones (GROVE OK)
BOTH
Issued 01/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Justin Chizmar is the right advisor for you? Invested Better is here to help.