Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Angela Zeigler is a Registered Representative and Investment Adviser Representative with Planmember Securities Corp. Judith has been in the financial industry since 2002 and has experience with various firms, including Veritrust Financial, LLC, National Planning Corporation, Financial West Group, ProEquities, Inc., and Aragon Financial Services, Inc. Judith specializes in providing investment supervisory services, financial planning, pension consulting, and educational seminars. Judith also manages portfolios for individuals and businesses.
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.
Provides investment supervisory services
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.
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2
TX
10/07/2013 - Present
Planmember Securities Corp. (Horseshoe Bay TX)
TX
10/25/2012 - 10/07/2013
VERITRUST FINANCIAL, LLC (AUSTIN TX)
CA
08/03/2009 - 10/29/2012
NATIONAL PLANNING CORPORATION (EMERYVILLE CA)
NV
01/05/2009 - 08/04/2009
FINANCIAL WEST GROUP (RENO NV)
CA
07/11/2007 - 12/31/2008
PROEQUITIES, INC. (SAN LEANDRO CA)
TX
04/22/2002 - 07/19/2007
VERITRUST FINANCIAL, LLC (AUSTIN TX)
CA
02/25/2002 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 08/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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