Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Simmons is a financial advisor with over 15 years of experience in the financial services industry. Justin is currently registered with Davies Financial Advisors, Inc. in California and Texas. Before joining Davies Financial Advisors, Justin worked for Commonwealth Financial Network and Morgan Stanley. Justin holds the Series 66, Series 7, and SIE securities licenses and is a Certified Financial Planner. Justin has experience working with corporations, individuals, and charitable organizations. Justin is a dedicated advisor with a focus on providing a personalized service to help his clients achieve their financial goals. Justin's primary services include financial planning, portfolio management, and other consulting services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
General 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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CA
09/28/2022 - Present
Davies Financial Advisors, Inc. (MURRIETA CA)
CA
01/05/2018 - 10/03/2022
COMMONWEALTH FINANCIAL NETWORK (MURRIETA CA)
CA
04/18/2017 - 11/01/2017
MORGAN STANLEY (CARLSBAD CA)
CA
01/05/2017 - 03/21/2017
COMMONWEALTH FINANCIAL NETWORK (MURRIETA CA)
CA
06/01/2009 - 09/09/2016
MORGAN STANLEY (BEVERLY HILLS CA)
CA
11/19/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)
BOTH
Issued 12/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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