Unclaimed
Judith Ann Lind is a financial professional with over 20 years of experience in the financial services industry. Judith is a registered representative with PFS Investments Inc. and holds licenses in multiple states. Judith specializes in providing financial planning and portfolio management services to individuals and families. Judith is committed to helping clients achieve their financial goals and provides a personalized approach to financial planning.
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.
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.
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CA
08/18/2011 - Present
PFS Investments Inc. (BURBANK CA)
IA
Issued 04/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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