Unclaimed
Paul Richard Justin has been a financial professional since 1986. Paul is an investment advisor representative with Cetera Investment Advisers LLC and Sovran Advisors, LLC. Paul is registered with the state of California and Texas. Paul's office is located at 3131 Camino Del Rio North, Suite 1350, San Diego, California. Paul holds Series 7, Series 24 and Series 66 securities licenses. Paul is also a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT™.
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 05/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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