Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judd? Claim Your ProfileJudd Hatch is a financial advisor with over 20 years of experience in the financial services industry. Judd is registered with Cambridge Investment Research Advisors, Inc. and has a Series 7, 24, 63, and 66 license. Judd also has a wealth of experience in providing financial advice to a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, state or municipal government entities, and charitable organizations. Judd is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OK
01/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (Tulsa OK)
OK
01/23/2009 - 08/15/2011
SECURITIES AMERICA, INC. (TULSA OK)
OK
09/14/2007 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (TULSA OK)
OK
06/20/2000 - 09/18/2007
EDWARD JONES (TULSA OK)
BOTH
Issued 01/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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