Unclaimed
Judd Burleigh is a financial advisor with P.j. Robb Variable, LLC. Judd is a registered representative with FINRA and has a Series 7, Series 6, Series 63 and Series 6TO licenses. Judd has been in the financial industry since 2000. Judd is licensed in 10 states. Judd has previously worked for Morgan Stanley, Morgan Stanley Smith Barney, and First Union Brokerage Services, Inc.
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.
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.
1
2
NC
11/09/2015 - Present
P.j. Robb Variable, LLC (Charlotte NC)
NC
05/10/2013 - 10/06/2015
MORGAN STANLEY (CHARLOTTE NC)
NC
10/29/2010 - 07/19/2011
MORGAN STANLEY SMITH BARNEY (CHARLOTTE NC)
MO
10/01/2000 - 09/19/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
04/04/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 09/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Judd Burleigh is the right advisor for you? Invested Better is here to help.