Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Martinez is a financial advisor at Osaic Wealth, Inc. Justin has been in the financial services industry since 2007. Justin is registered with FINRA and the state of California. Justin has passed the Series 66, Series 7 and the SIE exams. In addition to serving clients at Osaic Wealth, Inc., Justin also has a side business as a sole proprietor, offering retail sales of t-shirts, music, and artist merchandise. Justin also works as a referral source for clients interested in Medicare. Justin is committed to providing his clients with professional financial advice and guidance.
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
CA
09/01/2023 - Present
Osaic Wealth, Inc. (RIVERSIDE CA)
CA
03/11/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (RIVERSIDE CA)
CA
11/04/2015 - 03/14/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIVERSIDE CA)
CA
01/20/2011 - 09/30/2015
U.S. BANCORP INVESTMENTS, INC. (YUCAIPA CA)
CA
10/20/2010 - 01/20/2011
LPL FINANCIAL LLC (SAN BERNARDINO CA)
CA
01/15/2010 - 10/18/2010
ESSEX NATIONAL SECURITIES, INC. (SAN BERNARDINO CA)
CA
06/06/2008 - 01/19/2010
ARROWHEAD INVESTMENT CENTER, LLC (SAN BERNARDINO CA)
CA
07/24/2007 - 05/20/2008
AIG FINANCIAL ADVISORS, INC. (RIVERSIDE CA)
BOTH
Issued 11/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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