Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Sean Woodfin is a financial advisor with MML Investors Services, LLC, based in Pleasanton, CA. Justin has been in the financial services industry for over 9 years. Justin has Series 7TO, Series 63, Series 65, and SIE licenses and is registered with the state of California. Justin's prior experience includes positions with U.S. BANCORP INVESTMENTS, INC., BBVA Securities Inc., Compass Bank, and BBVA Compass Insurance Agency Inc.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
07/03/2024 - Present
MML Investors Services, LLC (Pleasanton CA)
CA
12/20/2023 - 02/23/2024
U.S. BANCORP INVESTMENTS, INC. (MOUNTAIN VIEW CA)
IA
Issued 06/17/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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