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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 Thoreau Pollack is an Investment Advisor Representative at Channel Wealth, LLC located in Santa Barbara, California. Justin has been working in the financial services industry since 1998. Justin's primary focus is on financial planning, portfolio management, and consulting services for individuals, businesses, and pension plans. Justin has a broad range of experience in the financial services industry, having previously worked at firms such as Wedbush Securities Inc., Wells Fargo Advisors, LLC, and SAGEPOINT FINANCIAL, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
Financial planning and consulting
1
2
CA
01/01/2025 - Present
Channel Wealth, LLC (SANTA BARBARA CA)
CA
08/21/2015 - 11/01/2022
SAGEPOINT FINANCIAL, INC. (SANTA BARBARA CA)
CA
07/21/2009 - 08/24/2015
WEDBUSH SECURITIES INC. (SANTA BARBARA CA)
CA
01/01/2008 - 07/20/2009
WELLS FARGO ADVISORS, LLC (SANTA BARBARA CA)
CA
04/15/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SANTA BARBARA CA)
IA
Issued 11/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/01/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 04/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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