Unclaimed
Justin Mishacoff is a financial advisor at Commonwealth Financial Network, based in Woodbury, Minnesota. Justin has over 23 years of experience in the financial industry, and has held previous roles at Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, Wells Fargo Securities Inc., Wells Fargo Brokerage Services, L.L.C., and Olde Discount Corporation. Justin is registered to offer financial advice in 27 states. Justin holds Series 7, 9, 10, 52, and 66 licenses, and the SIE. Justin is also the co-owner of Lumitas Wealth Strategies, LLC, a private entity established to facilitate securities, advisory, and insurance business.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
03/25/2022 - Present
Commonwealth Financial Network (Woodbury MN)
MN
01/03/2011 - 03/31/2022
WELLS FARGO CLEARING SERVICES, LLC (WOODBURY MN)
MN
11/02/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAINT PAUL MN)
CA
06/22/2000 - 11/06/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
06/29/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MI
07/20/1999 - 06/27/2000
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 11/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/15/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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