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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Ann Bovitz is a financial advisor with over 38 years of experience in the industry. Judith Ann is a Registered Representative of Wells Fargo Clearing Services, LLC. She has a Series 7, Series 63, and Series 65 license and is registered in 27 states. She has previously worked at Prudential Securities Incorporated. Judith Ann is also a Certified Financial Planner. Judith Ann specializes in providing financial planning and portfolio management services to individuals, businesses, and institutions. She is committed to providing her clients with personalized, comprehensive financial advice that helps them achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
1
2
SC
06/09/2014 - Present
Wells Fargo Clearing Services, LLC (AIKEN SC)
NY
02/21/1985 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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