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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Claire Singer is a registered investment advisor representative with Ameriprise Financial Services, LLC. Judith is located in Pepper Pike, OH and has been in the industry since 1987. Judith has a wide range of experience with a variety of clients including high-net-worth individuals, corporations, pension and profit sharing plans, trusts/estates, insurance companies and charitable organizations. Judith specializes in providing financial planning, asset allocation services, portfolio management, and educational seminars.
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 services
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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OH
10/05/2009 - Present
Ameriprise Financial Services, LLC (Pepper Pike OH)
OH
10/05/2009 - 11/20/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Westlake OH)
OH
03/28/2003 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (MAYFIELD OH)
OH
05/14/1999 - 04/03/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
03/03/1995 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
04/25/1994 - 03/03/1995
SOCIETY INVESTMENTS, INC.
CA
04/10/1992 - 04/06/1994
FN INVESTMENT CENTER (SACRAMENTO CA)
NY
08/01/1991 - 04/10/1992
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
08/01/1990 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
VA
11/30/1988 - 07/05/1990
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
03/25/1987 - 12/05/1988
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
IA
Issued 05/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/11/1992
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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