Unclaimed
Judith Demarco is a financial advisor associated with Stifel, Nicolaus & Company, Inc. Judith has been in the financial services industry for over 30 years. Judith is licensed in 46 states and has a wide range of specializations. She is dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Judith's experience and expertise in the industry provide her with a strong understanding of the market and the ability to help 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
03/10/2009 - Present
Stifel, Nicolaus & Company, Inc. (CANFIELD OH)
OH
12/03/2007 - 03/10/2009
BUTLER, WICK & CO., INC. (BOARDMAN OH)
OH
11/17/2005 - 10/17/2007
MOORS & CABOT FINANCIAL ADVISORS, LLC (YOUNGSTOWN OH)
OH
01/27/1998 - 07/17/2006
MOORS & CABOT, INC. (YOUNGSTOWN OH)
NY
09/02/1994 - 02/02/1998
SMITH BARNEY INC. (NEW YORK NY)
NJ
12/10/1992 - 09/09/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 01/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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