Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jude? Claim Your ProfileJude Vincent Gleason is a financial advisor with Redw Wealth LLC. Jude has been in the financial services industry since 1989. Jude is registered with the state of Arizona, California, Colorado, New Mexico, New York and Texas. Jude holds FINRA Series 7, Series 8, Series 63 and Series 65 licenses and the SIE exam. Jude has earned the Certified Financial Planner™ designation. Jude provides financial planning and investment management services to individuals, families, businesses and charitable organizations.
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.
Tax preparation
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.
Negotiated fees for bundled services
1
2
NM
01/02/2024 - Present
Redw Wealth LLC (ALBUQUERQUE NM)
NM
09/16/2015 - 11/07/2016
BOK FINANCIAL SECURITIES, INC. (Albuquerque NM)
TX
10/13/1989 - 10/21/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
06/09/1989 - 11/17/1989
BLINDER, ROBINSON & CO., INC.
HI
05/23/1989 - 06/17/1989
PAN OCEANIC INVESTMENTS, INC. (HONOLULU HI)
BC
Issued 10/02/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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