Unclaimed
Justin Reyes Pasayan is a financial advisor registered with Charles Schwab & Co., Inc. Justin has been in the financial services industry since August 8, 2012 and has been with Charles Schwab & Co., Inc. since May 23, 2020. Justin is registered in Texas as an Investment Advisor Representative and a Registered Representative. Justin is also a Registered Principal with Charles Schwab & Co., Inc. Previously, Justin was employed by USAA Financial Advisors, Inc., TD Ameritrade, Inc., Wells Fargo Advisors, LLC, J.P. Morgan Securities LLC and Chase Investment Services Corp.
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
1
2
TX
05/23/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
08/18/2014 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
07/16/2013 - 07/16/2014
TD AMERITRADE, INC. (FORT WORTH TX)
TX
12/11/2012 - 07/08/2013
WELLS FARGO ADVISORS, LLC (ARLINGTON TX)
TX
10/01/2012 - 10/25/2012
J.P. MORGAN SECURITIES LLC (ARLINGTON TX)
TX
05/16/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ARLINGTON TX)
BOTH
Issued 12/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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