Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beatriz? Claim Your ProfileBeatriz Judycki-gonzalez is a financial professional with over 16 years of experience in the industry. Beatriz is currently registered with Osaic Wealth, Inc. and holds Series 7, Series 99, Series 79, and SIE licenses. Beatriz has a strong track record of success in providing financial advice and portfolio management to a wide range of clients, including individuals, families, businesses, and retirement plans. Beatriz specializes in a wide range of financial services, including investment management, financial planning, and retirement planning. Beatriz's commitment to her clients is evident in her dedication to providing personalized and comprehensive financial solutions that are tailored to meet their unique needs and goals.
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
AZ
08/27/2021 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (MIAMI FL)
FL
06/04/2007 - 07/17/2020
INVESTACORP, INC. (MIAMI FL)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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