Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judah? Claim Your ProfileJudah Margulies is a registered representative of Trajan Wealth, LLC. Judah has been in the industry for 11 years and is licensed to provide financial services in Georgia. Judah is registered with the state of Georgia as a Registered Representative. Judah's practice provides financial planning, investment advisory, and educational seminars. Judah offers a variety of advisory services and compensation arrangements. The firm reports managing assets of more than $1.3 billion in discretionary accounts.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1031 advisory fees
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GA
09/16/2024 - Present
Trajan Wealth, LLC (Atlanta GA)
Active
Inactive
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