Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Pressley Osborne is an investment advisor representative with Raymond James Financial Services Advisors, Inc., a firm with over 6,500 clients. Osborne has been in the industry since 2013 and holds a Series 6, Series 7, Series 63, and Series 65 licenses. Osborne specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Osborne also works as an officer and vice president for Pinnacle Financial Partners and provides banking and financial products and services through Pinnacle Asset Management.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
03/01/2022 - Present
Raymond James Financial Services Advisors, Inc. (Concord NC)
NC
04/29/2013 - 11/23/2021
WELLS FARGO CLEARING SERVICES, LLC (HARRISBURG NC)
IA
Issued 05/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Justin Osborne is the right advisor for you? Invested Better is here to help.
