Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judah? Claim Your ProfileJudah Khane St amand is an investment professional with over 8 years of experience in the financial services industry. Judah is a registered representative of Wells Fargo Clearing Services, LLC and holds Series 6, 7TO, 63, and 66 licenses. He provides investment advisory services to a variety of clients, including individuals, businesses, and institutions. Prior to joining Wells Fargo Clearing Services, Judah worked at PFS Investments Inc. in Litchfield Park, Arizona. Judah is dedicated to providing his clients with personalized financial advice and investment strategies tailored to their specific needs.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
06/16/2023 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
AZ
01/21/2016 - 09/05/2018
PFS INVESTMENTS INC. (LITCHFIELD PARK AZ)
AZ
12/10/2015 - 12/31/2015
PFS INVESTMENTS INC. (GOODYEAR AZ)
BOTH
Issued 05/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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