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 registered investment advisor representative with Eagle Strategies LLC. Judith has been in the securities industry since July 12, 2001. Judith is licensed to provide investment advice in New Jersey and New York. Judith is also licensed as a registered representative in California, Colorado, Connecticut, New Jersey, and New York. Judith has passed the Series 7, Series 63, Series 65, and SIE exams. Judith specializes in portfolio management for individuals, financial planning, pension consulting, educational seminars, publication of periodicals, and selection of other advisors.
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 8/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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