Unclaimed
Justin Ryan Bardwell is a financial advisor who has been in the industry since 2011. Justin is currently registered with Osaic Wealth, Inc. in Metairie, Louisiana. Previously, Justin was registered with Woodbury Financial Services, Inc., Capital One Investing, LLC and Edward Jones. Justin holds the Series 66, Series 7 and SIE licenses. Justin specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
LA
01/19/2024 - Present
Osaic Wealth, Inc. (METAIRIE LA)
LA
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (METAIRIE LA)
LA
01/02/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (METAIRIE LA)
LA
05/06/2013 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (NEW ORLEANS LA)
LA
09/02/2011 - 08/21/2012
EDWARD JONES (HAMMOND LA)
BOTH
Issued 09/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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