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 Shine is an investment advisor representative who has been active in the industry since 1986. Judith is registered with Captrust in Lone Tree, Colorado. Judith holds the Series 7 and Series 63 licenses and is a Certified Financial Planner. Judith has worked with a variety of firms throughout her career, including MTL Equity Products, Inc., Financial Network Investment Corporation, and New England Securities Corporation. Judith has extensive experience in providing financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth individuals, corporations, and institutions. Judith specializes in retirement planning, investment management, and estate 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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CO
11/25/2020 - Present
Captrust (LONE TREE CO)
AZ
05/15/1990 - 06/13/1995
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
CA
08/03/1988 - 05/09/1990
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
07/23/1986 - 08/03/1988
NEW ENGLAND SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 12/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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