Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Klebanow is a financial advisor with over 20 years of experience in the industry. Judith currently works for Eagle Strategies LLC and previously worked for companies such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Quick & Reilly, Inc., and Prudential Securities Incorporated. Judith is licensed and registered in New York, New Jersey, and several other states. Judith specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services. Judith is committed to helping her 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.
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.
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.
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NY
08/03/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
10/23/2009 - 06/29/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)
NY
12/04/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
07/27/1999 - 12/11/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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