Unclaimed
Judith Wolan is a financial professional with over 20 years of experience in the financial services industry. Judith is currently registered with Nylife Distributors LLC and holds Series 6, 7, and SIE licenses. Judith is a dedicated professional committed to providing personalized financial guidance and investment solutions to help clients achieve their financial goals.
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.
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.
1
2
OH
05/05/2014 - Present
Nylife Distributors LLC (Cleveland OH)
OH
06/07/1995 - 02/01/2001
CARNEGIE FUND DISTRIBUTORS, INC. (CLEVELAND OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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