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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 Halpenny is an Investment Advisor Representative with Osaic Wealth, Inc., a financial firm that manages over $94 billion in assets. Justin is a highly experienced financial professional with over 24 years in the industry, specializing in various financial planning and investment strategies. Justin has a wide range of experience with different types of clients, including high net worth individuals, corporations, charitable organizations, and pension plans. Justin's commitment to providing exceptional service and achieving his clients' financial goals is evident in his strong track record.
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.
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
IL
01/19/2024 - Present
Osaic Wealth, Inc. (ST CHARLES IL)
IL
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ST CHARLES IL)
IL
12/01/2006 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ST CHARLES IL)
IL
02/15/2006 - 12/01/2006
USALLIANZ SECURITIES, INC. (LISLE IL)
NY
07/27/2001 - 01/31/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
10/08/1999 - 07/09/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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