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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 Palumbo is an Investment Advisor Representative for John G. Ullman & Associates, Inc. with over 30 years of experience. Judith has a strong background in providing financial advice, specializing in financial planning, portfolio management for individuals, and educational seminars. Judith has been with John G. Ullman & Associates, Inc. since May 2010. Prior to that, Judith worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from 1986 to 1996. Judith holds the Series 7 and Series 63 licenses and is also a Certified Financial Planner.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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NY
07/21/2021 - Present
John G. Ullman & Associates, Inc. (HORSEHEADS NY)
NY
11/05/1988 - 02/22/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/23/1986 - 09/22/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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