Unclaimed
Justin Boudreaux is an investment advisor representative with Arvest Wealth Management. Justin has been working in the financial services industry since October 2000 and has a wide range of experience in portfolio management, financial planning, and pension consulting. Justin's specializations include portfolio management for businesses, portfolio management for individuals, pension consulting, financial planning and educational seminars. Justin has a strong reputation for providing personalized financial guidance to help clients achieve their financial goals.
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.
1
2
MO
02/19/2019 - Present
Arvest Wealth Management (JOPLIN MO)
MO
10/10/2000 - 10/06/2008
EDWARD JONES (WEBB CITY MO)
BOTH
Issued 12/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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