Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Poore is an active investment advisor representative, with over 20 years of experience in the financial services industry. Justin is currently registered with Osaic Wealth, Inc. and has held previous registrations with Securities America, Inc., KMS Financial Services, Inc., HD Vest Investment Services, Sammons Securities Company, LLC, Genworth Financial Securities Corporation, Intersecurities, Inc. and Next Financial Group, Inc.. Justin is a Series 6, Series 63, and Series 65 licensed investment advisor representative. Justin works with a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Justin provides financial planning, portfolio management, and other advisory services to clients.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (MADERA CA)
CA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (MADERA CA)
CA
12/24/2018 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Fresno CA)
CA
10/02/2012 - 12/27/2018
HD VEST INVESTMENT SERVICES (FRESNO CA)
CA
09/27/2011 - 10/03/2012
SAMMONS SECURITIES COMPANY, LLC (FRESNO CA)
CA
02/13/2006 - 10/04/2011
GENWORTH FINANCIAL SECURITIES CORPORATION (FRESNO CA)
CA
10/25/2002 - 02/08/2006
INTERSECURITIES, INC. (ANAHEIM CA)
TX
06/11/2002 - 10/28/2002
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
IA
Issued 06/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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