Unclaimed
Judith Naranjo is a financial advisor associated with LPL Financial LLC. Judith has been in the industry since November 21, 1998. Judith holds the Series 7, Series 63 and SIE licenses. Judith has been registered with LPL Financial LLC since September 18, 2015. Judith specializes in a variety of financial products and services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
09/18/2015 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
06/22/2007 - 12/20/2013
LPL FINANCIAL LLC (EDINBURG TX)
IL
03/05/2004 - 07/11/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
02/21/1995 - 02/09/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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