Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judin? Claim Your ProfileJudin Pierre louis is a financial advisor associated with Fidelity Personal And Workplace Advisors. Judin has over 10 years of experience in the financial services industry. Judin is a Series 7 and Series 66 licensed advisor and has experience working with a wide range of clients, including individuals, corporations, and charitable organizations. Judin has previously worked with E*TRADE Securities LLC, Morgan Stanley, and Citigroup Global Markets 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.
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.
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2
NY
09/06/2023 - Present
Fidelity Personal AND Workplace Advisors (CHAPPAQUA NY)
NY
03/20/2019 - 08/21/2023
E*TRADE SECURITIES LLC (Purchase NY)
NY
03/23/2023 - 08/17/2023
MORGAN STANLEY (Purchase NY)
NY
12/10/2015 - 04/04/2019
CITIGROUP GLOBAL MARKETS INC. (WHITE PLAINS NY)
NY
01/02/2015 - 12/08/2015
CAPITAL ONE INVESTING, LLC (SCARSDALE NY)
NY
09/18/2014 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (WHITE PLAINS NY)
NY
01/13/2014 - 10/09/2014
J.P. MORGAN SECURITIES LLC (BRONX NY)
NY
11/07/2012 - 10/23/2013
MORGAN STANLEY (GREAT NECK NY)
BOTH
Issued 12/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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