Unclaimed
Judith Miron is a financial professional with over 20 years of experience in the industry. Judith has held various positions at several firms, including Metropolitan Life Insurance Company, MetLife Securities Inc., AXA Advisors, LLC, MML Investors Services, LLC and now at Cambridge Investment Research Advisors, Inc. Judith is currently registered with Cambridge Investment Research Advisors, Inc., where she provides financial planning, portfolio management and other advisory services to individuals, businesses and charitable organizations. Judith is also a registered representative of Cambridge Investment Research, Inc.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OK
04/14/2021 - Present
Cambridge Investment Research Advisors, Inc. (Tulsa OK)
OK
10/16/2012 - 12/31/2015
MML INVESTORS SERVICES, LLC (TULSA OK)
OK
03/25/2008 - 10/05/2012
AXA ADVISORS, LLC (TULSA OK)
OK
02/20/2001 - 03/28/2008
METLIFE SECURITIES INC. (TULSA OK)
OK
02/20/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TULSA OK)
BOTH
Issued 12/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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