Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Michael Gelbman is a financial advisor with Oppenheimer & Co. Inc., a firm with over $1 billion to $10 billion in assets under management. Justin has been in the financial services industry since 2005 and has a strong background in portfolio management, financial planning, and pension consulting. Justin holds licenses in several states, including Florida, Louisiana, New Jersey, and Texas. Justin's clients include individuals, businesses, corporations, and retirement plans. Justin is a Certified Financial Planner and has experience working with a wide range of clients, including those with high net worth. Justin provides advice on various aspects of financial planning, including retirement planning, college savings, estate planning, and insurance. Justin also provides portfolio management services to help clients grow their wealth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
04/19/2016 - Present
Oppenheimer & Co. Inc. (PRINCETON NJ)
NJ
08/16/2005 - 09/21/2006
HENNION & WALSH, INC. (PARSIPPANY NJ)
IA
Issued 03/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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