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Justin Medeiros

Client Service Associate, Associate Vice President  

Justin Medeiros has over a decade of customer service experience in the hospitality and financial service industries. He joined UBS Financial Services in 2014 working in Operations, quickly taking on the role of Complex Wire Operator for the Southwest Processing Center. After passing his Series 9 & 10 exams, he then transitioned into management and compliance. He ultimately found his calling when he joined Stefan Oglevee’s team as a Client Associate in 2019. Justin is passionate and committed to providing the highest level of service to both his team and clients.

Justin resides in Rancho Santa Margarita with his wife and cat. He enjoys playing drums, listening to music, watching movies, and spending time with his friends and family.

 

– Senior Registered Client Associate, UBS: September 2019 – May 2021

– Supervisory Officer, UBS: September 2018 – September 2019

– Service Associate / Wire Operator, UBS: October 2014 – September 2018

– Series 7, Series 66, SIE, Series 9, & Series 10 Registrations