Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Alexander-wasley is a financial advisor with over 13 years of experience in the financial services industry. Judith is currently registered with Osaic Wealth, Inc. and Ciccarelli Advisory Services Inc.. Previously, Judith was registered with FSC SECURITIES CORPORATION and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Judith holds the Series 66, Series 7, and SIE licenses and has worked with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Judith specializes in financial planning, pension consulting, and portfolio management.
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
NY
11/03/2023 - Present
Osaic Wealth, Inc. (ROCHESTER NY)
NY
04/17/2012 - 11/03/2023
FSC SECURITIES CORPORATION (ROCHESTER NY)
NY
05/13/2010 - 03/12/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSFORD NY)
BOTH
Issued 06/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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