Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jude? Claim Your ProfileJude Harvey Wilson is a financial advisor with over 20 years of experience in the financial services industry. Currently, Jude works with Prosperity Capital Advisors. Jude has a strong background in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and institutions. Jude also holds licenses in several states including California, Florida, and Texas, and has passed several securities exams including Series 31, Series 7, Series 6, and Series 65.
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.
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.
1
2
FL
10/27/2023 - Present
Prosperity Capital Advisors (Orlando FL)
FL
08/11/2014 - 09/27/2023
J.W. COLE FINANCIAL, INC. (Bradenton FL)
FL
05/05/2009 - 08/15/2014
FIRST ALLIED SECURITIES, INC. (PONTE VEDRA BEACH FL)
FL
12/01/2006 - 05/20/2009
QUESTAR CAPITAL CORPORATION (WINTER PARK FL)
FL
12/02/2003 - 12/01/2006
USALLIANZ SECURITIES, INC. (WINTER PARK FL)
GA
01/25/2002 - 08/01/2002
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NJ
06/28/2000 - 11/06/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
01/09/1997 - 09/25/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NC
08/09/1994 - 07/22/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 11/29/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 02/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jude Wilson is the right advisor for you? Invested Better is here to help.
