Unclaimed
Paul Justin is an investment advisor representative who has been in the industry since 1986. Paul is registered with Cetera Investment Advisers LLC, a firm that provides financial planning, pension consulting and portfolio management for individuals and businesses. Paul is also registered with Sovran Advisors, LLC. Paul holds several designations, including Certified Financial Planner and Chartered Financial Consultant. Paul is a licensed agent for a variety of insurance companies, offering a range of products including life, health, disability, annuities, and long-term care.
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.
1
2
CA
02/22/2024 - Present
Cetera Investment Advisers LLC (San Diego CA)
CA
03/25/2017 - 03/06/2024
MML INVESTORS SERVICES, LLC (SAN DIEGO CA)
CA
09/22/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
10/30/2012 - 01/02/2015
NEW ENGLAND SECURITIES (LOS ANGELES CA)
CA
09/22/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN DIEGO CA)
PA
04/26/1995 - 09/17/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
12/03/1990 - 04/26/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NY
07/23/1986 - 11/26/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/23/1986 - 11/26/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 5/2/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/12/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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