Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Robert Medeiros is an investment advisor representative with Rockefeller Financial LLC. Justin has been in the financial services industry since March 2016. Justin holds the Series 7, Series 9, Series 10, and Series 66 licenses. Justin is registered to provide investment advice in 31 states and is a registered representative in 28 states. Justin specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Justin has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
05/01/2021 - Present
Rockefeller Financial LLC (Los Angeles CA)
CA
03/22/2016 - 05/11/2021
UBS FINANCIAL SERVICES INC. (Irvine CA)
BOTH
Issued 08/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/28/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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