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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Shane Josephs is an investment advisor representative at Beacon Pointe Advisors, LLC. Justin has been in the financial services industry for over 10 years and has experience working with high net worth individuals, corporations, and other institutions. Justin holds Series 63, 65, and 7TO licenses and is also a Certified Financial Planner. Justin is committed to providing his clients with personalized financial advice and investment solutions. Justin has previously worked at Hornor, Townsend & Kent, LLC, and Vanguard Marketing Corporation.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
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2
PA
03/06/2023 - Present
Beacon Pointe Advisors, LLC (Bala Cynwyd PA)
NJ
08/27/2021 - 07/22/2022
HORNOR, TOWNSEND & KENT, LLC (MEDFORD NJ)
PA
09/03/2020 - 09/09/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 03/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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