Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Specht is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Judith has been working in the financial industry since 1993 and has a diverse background with experience at several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. Judith holds the Series 63, 65, 7, and SIE licenses. She is registered in several states, including Maryland, Texas, California, Delaware, and Florida. Judith is also active in the community and is involved with several charitable organizations. Judith specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors.
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.
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.
Investment consulting services to institutional clients
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
MD
06/05/2015 - Present
Wells Fargo Advisors Financial Network, LLC (BALTIMORE MD)
MD
10/23/2009 - 06/10/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
MD
01/01/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ANNAPOLIS MD)
NA
04/18/1994 - 01/01/1998
NATIONSSECURITIES
NA
07/14/1993 - 04/15/1994
MNB BROKERAGE ALTERNATIVE, INC.
IA
Issued 09/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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