Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Ann Ivey is a financial advisor with over 5 years of experience in the financial services industry. Judith is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 63, Series 6TO and SIE licenses. Judith is also registered with the state of Texas and 50 other states. Judith specializes in providing financial planning and portfolio management services to individuals and businesses. Judith is currently employed by Tiaa-Cref Individual & Institutional Services, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
11/15/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 11/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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