Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Pirkowitsch has been a financial professional since 1992. Judith is a registered representative with Ameriprise Financial Services, LLC and has offices in Santa Barbara, CA. Judith is also a registered investment advisor representative with Ameriprise. She is a Series 7 and 63 licensed professional. Judith has experience working with a variety of clients, including high-net-worth individuals, corporations, trusts, and charitable organizations. Her advisory services include financial planning, portfolio management, asset allocation, and pension consulting. Judith is committed to providing her clients with personalized financial advice and guidance to help them 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.
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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CA
10/05/2006 - Present
Ameriprise Financial Services, LLC (SANTA BARBARA CA)
MN
08/10/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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