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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 Wollman is a financial advisor with Intent Investment Management. Justin has over 19 years of experience in the financial services industry. Justin is registered with the state of California as an Investment Advisor Representative. Justin is also a Series 3, 7, 31, 65, and 66 licensed professional. Justin specializes in working with high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth clients. Justin is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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CA
08/19/2021 - Present
Intent Investment Management (SAN FRANCISCO CA)
CA
08/12/2010 - 09/12/2013
INVESCO DISTRIBUTORS, INC. (SAN FRANCISCO CA)
CA
09/23/2005 - 06/01/2010
SANFORD C. BERNSTEIN & CO., LLC (SAN FRANCISCO CA)
MN
10/12/2004 - 06/29/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/12/2004 - 06/29/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2012
Series 3 - National Commodity Futures Examination
BC
Issued 03/28/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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