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Judith A. Lassek

American Portfolios Financial Services, Inc.

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About Judith A. Lassek

Judith Lassek is a financial advisor who has been in the industry since October 8, 2001. Judith is currently registered with American Portfolios Financial Services, Inc. in HOLBROOK, NY and is registered with FINRA and several state regulators. Judith has passed the Series 7, Series 63 and SIE exams. Prior to joining American Portfolios Financial Services, Inc., Judith was a financial advisor with LPL FINANCIAL LLC and Edward Jones.

Firm Information

Judith Lassek is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Judith Lassek’s Registration & Firm History

NY

09/11/2015 - Present

American Portfolios Financial Services, Inc. (HOLBROOK NY)

NY

09/11/2009 - 09/24/2015

LPL FINANCIAL LLC (HUNTINGTON STATION NY)

NY

10/09/2001 - 09/15/2009

EDWARD JONES (SAYVILLE NY)

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Licenses & Designations

BC

Issued 10/11/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Judith A. Lassek. Review regulatory record here.
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