Unclaimed
Justin Mullins is a financial advisor with Planmember Securities Corp. based in Carpinteria, CA. He has been in the financial services industry since 2007. Justin holds Series 7, 24, and 66 licenses and is registered in 10 states. Justin is also an Investment Advisor Representative with Planmember Securities Corp. and is registered in Texas. Justin provides a variety of financial services including financial planning, portfolio management, pension consulting and educational seminars.
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.
Provides investment supervisory services
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.
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2
CA
02/24/2015 - Present
Planmember Securities Corp. (CARPINTERIA CA)
TX
09/19/2007 - 10/07/2013
VERITRUST FINANCIAL, LLC (AUSTIN TX)
BOTH
Issued 02/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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