Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jude? Claim Your ProfileJude Michel Percy is an experienced financial professional with over 27 years of experience in the securities industry. Jude is currently registered with IBN Financial Services, Inc. and previously held positions at BOURNEHILL INVESTMENT SERVICES, INC., AEGIS CAPITAL CORP., NEWBRIDGE SECURITIES CORPORATION, WALNUT STREET SECURITIES, INC., NATHAN & LEWIS SECURITIES, INC., KIRLIN SECURITIES INC., GKN SECURITIES CORP. and INVESTORS ASSOCIATES, INC. Jude holds Series 63, Series 7 and SIE licenses. Jude's specializations include Fixed Income, Equity and Options.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
1
2
NY
08/03/2023 - Present
IBN Financial Services, Inc. (Uniondale NY)
NY
11/07/2022 - 11/09/2023
BOURNEHILL INVESTMENT SERVICES, INC. (Uniondale NY)
NY
05/24/2018 - 07/22/2022
AEGIS CAPITAL CORP. (MELVILLE NY)
NY
10/26/2007 - 06/04/2018
NEWBRIDGE SECURITIES CORPORATION (SYOSSET NY)
NY
08/01/2003 - 11/05/2007
WALNUT STREET SECURITIES, INC. (COMMACK NY)
NY
09/18/2002 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
10/27/1998 - 09/18/2002
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
02/12/1997 - 10/27/1998
GKN SECURITIES CORP. (NEW YORK NY)
NJ
04/15/1996 - 04/05/1997
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
BC
Issued 04/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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