Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Shaffer is a financial professional with over 14 years of experience in the financial services industry. Justin is currently registered with Osaic Wealth, Inc. and previously held positions with Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Justin holds Series 6, Series 63, and Series 65 licenses and has a strong background in fixed insurance sales and securities trading. Justin is also an assistant football coach at East Buchanan Schools. Justin is committed to providing his clients with personalized financial advice and guidance to help them 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.
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2
IA
06/16/2020 - Present
Osaic Wealth, Inc. (OELWEIN IA)
IA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (OELWEIN IA)
IA
10/15/2008 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (OELWEIN IA)
IA
Issued 06/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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