Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judd? Claim Your ProfileJudd Beam is a financial advisor with over 10 years of experience in the financial services industry. Judd is registered with Stratos Wealth Partners, Ltd. and currently holds licenses in Ohio and Texas. Judd is a Series 7 and Series 66 licensed advisor and is a graduate of the Securities Industry Essentials (SIE) examination. Prior to joining Stratos Wealth Partners, Judd was affiliated with Lincoln Financial Advisors Corporation. Judd provides financial planning and investment advisory services to a variety of clients, including individuals, families, businesses, and charitable organizations. Judd is committed to providing personalized financial advice and helping clients reach 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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
OH
03/03/2023 - Present
Stratos Wealth Partners, Ltd. (Columbus OH)
OH
06/21/2012 - 03/03/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (COLUMBUS OH)
BOTH
Issued 03/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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