Unclaimed
Justin Shumate is a registered representative with MML Investors Services, LLC. Justin has been in the financial services industry since January 2020 and is registered in Arizona and Texas. Justin has experience in both the broker-dealer and investment advisor space and is committed to providing clients with personalized financial advice. Justin holds a Series 7TO, Series 66, and SIE licenses and has completed the Uniform Combined State Law Examination. Justin is passionate about helping clients achieve their financial goals and is dedicated to providing them with the highest level of service.
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
AZ
02/08/2022 - Present
MML Investors Services, LLC (Scottsdale AZ)
AZ
05/24/2019 - 05/21/2020
EDWARD JONES (GLENDALE AZ)
BOTH
Issued 06/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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