Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Travers Roudiez is a financial advisor at Oakmont Wealth Advisory, LLC. Justin has been working in the financial industry since 2008. Justin is a Certified Financial Planner and a Chartered Financial Consultant. Justin is registered with the state of Maryland. Justin has been a registered representative of Northwestern Mutual Investment Services, LLC from 2008 to 2017.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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MD
01/03/2019 - Present
Oakmont Wealth Advisory, LLC (COLUMBIA MD)
MD
03/05/2008 - 01/18/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ANNAPOLIS MD)
BOTH
Issued 03/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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