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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cameron? Claim Your ProfileCameron Trey Judy is an investment advisor representative with Ameriprise Financial Services, LLC, located in The Woodlands, Texas. Cameron Trey Judy has been in the industry since July 15, 2018. Cameron Trey Judy holds Series 7, Series 3, Series 66, and Series 7TO licenses. Previously, Cameron Trey Judy worked at UBS Financial Services Inc., also in The Woodlands, Texas. Cameron Trey Judy has experience working with a wide range of clients, including high-net-worth individuals, corporations, trusts, and estates. Ameriprise Financial Services, LLC is a large, well-established firm with a long history of providing investment advice and financial planning services to individuals and businesses. The firm manages over $479 billion in assets under management.
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.
Asset allocation services
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
TX
01/31/2022 - Present
Ameriprise Financial Services, LLC (THE WOODLANDS TX)
TX
09/11/2003 - 02/12/2007
UBS FINANCIAL SERVICES INC. (THE WOODLANDS TX)
BOTH
Issued 01/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/23/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 3 - National Commodity Futures Examination
BC
Issued 09/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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