Unclaimed
Judit Nagy-eichelberger is a financial advisor with Janney Montgomery Scott LLC, a well-established firm with over $85 billion in assets under management. Judit has been in the industry since 2008, with experience at firms including Baker Tilly Capital, LLC and MUFSON HOWE HUNTER & PARTNERS LLC. Judit holds Series 7, 63, 79 and SIE licenses. Judit specializes in providing financial planning, portfolio management, and pension consulting services to a diverse range of clients.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
11/23/2021 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
10/11/2016 - 11/15/2021
BAKER TILLY CAPITAL, LLC (PHILADELPHIA PA)
PA
11/18/2013 - 11/21/2015
MUFSON HOWE HUNTER & PARTNERS LLC (PHILADELPHIA PA)
MD
05/19/2008 - 12/23/2008
BOVARO PARTNERS, LLC (BALTIMORE MD)
BC
Issued 07/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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