Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Elaine Mcdonald is an investment advisor representative who is registered with Cetera Investment Advisers LLC. Judith has over 18 years of experience in the financial services industry. Judith is licensed in several states, including Maine, Florida, Massachusetts, New York, Rhode Island, Vermont, Virginia and Colorado. Judith has been with Cetera Investment Advisers LLC since January 2014. Before that, Judith worked at TD WEALTH MANAGEMENT SERVICES INC. and BANCNORTH INVESTMENT GROUP, INC. Judith offers a range of services, including financial planning, portfolio management for individuals and businesses, 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.
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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2
ME
01/21/2014 - Present
Cetera Investment Advisers LLC (DAMARISCOTTA ME)
ME
11/17/2009 - 02/17/2010
TD WEALTH MANAGEMENT SERVICES INC. (CAMDEN ME)
ME
02/25/2005 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (CAMDEN ME)
BOTH
Issued 4/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 2/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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