Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Davidson is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Judith has been in the securities industry since November 1999. Judith has a total of 25 state registrations in addition to her registrations with FINRA. Judith is a Series 7, Series 63 and Series 66 licensed professional. Judith has worked at CapBay Financial Services and Bank of America, NA. Judith is also involved with CASA (Child Advocates of El Dorado County) a non-profit organization where Judith helps raise funds and oversee staff. Judith is registered in 25 states and the District of Columbia.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
02/02/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ROSEVILLE CA)
CA
11/03/1999 - 05/05/2000
CAPBAY FINANCIAL SERVICES (ROSEVILLE CA)
BOTH
Issued 07/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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