Unclaimed
Justin Masci is a financial advisor with Charles Schwab & CO., Inc. Justin has been in the financial services industry for over 10 years. Justin is registered to provide investment advice in Texas and California. Justin is also a registered representative of Charles Schwab & CO., Inc. and is qualified to offer securities products and services. Justin is committed to providing clients with personalized financial advice and helping 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
07/19/2017 - Present
Charles Schwab & CO., Inc. (Austin TX)
AZ
09/09/2015 - 04/13/2016
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 07/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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