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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 Elaine McDonald is a financial advisor with Cetera Investment Advisers LLC. Judith has been in the securities industry since 2005. Judith is registered to provide investment advice in Colorado, Florida, Maine, Massachusetts, New York, Rhode Island, Vermont, and Virginia. Judith is also registered to provide investment advice in Maine. In addition to Cetera Investment Advisers LLC, Judith has previously worked at TD WEALTH MANAGEMENT SERVICES INC. and BANCNORTH INVESTMENT GROUP, INC. Judith holds the SIE, Series 7, Series 6 and Series 66 licenses.
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 04/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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