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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justina? Claim Your ProfileJustina Pearman is a financial advisor with Cerity Partners LLC, a firm based in New York, NY. Justina has been in the industry since 2015 and has experience working with a variety of clients, including individuals, businesses, and charitable organizations. Justina specializes in providing financial planning, investment management, and tax services. She is also a Certified Financial Planner. Justina has worked at Charles Schwab & Co., Inc. and Waddell & Reed, Inc. in the past.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CO
10/01/2024 - Present
Cerity Partners LLC (DENVER CO)
CO
11/30/2017 - 03/28/2019
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
12/21/2015 - 10/25/2017
WADDELL & REED (DENVER CO)
BOTH
Issued 01/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/29/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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