Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Cassidy is a financial advisor at MML Investors Services, LLC. Judith has over 30 years of experience in the financial services industry. She has a Series 6 and Series 63 license and is registered with the states of New Jersey and Pennsylvania. In addition to her work at MML Investors Services, Judith is also an insurance agent. Judith offers a wide range of financial services, including financial planning, asset allocation, pension consulting, and educational seminars. Judith has a strong commitment to providing her clients with personalized financial advice and guidance.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
03/25/2017 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
PA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
PA
07/01/1996 - 01/02/2015
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
NA
06/05/1996 - 06/27/1996
NEW ENGLAND SECURITIES
NY
07/27/1990 - 06/04/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 10/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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