Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Caine is a financial advisor at Cetera Investment Advisers LLC. Judith has been working in the financial services industry since 1996. Judith has a Series 6 and Series 63 license. She is a Certified Coach for Fit to Retire, a software package that helps clients with their retirement goals. Judith also owns JKDM LLC, an LLC for her financial planning practice. Judith specializes in helping clients with retirement planning, investment management, and insurance. Judith is committed to providing her clients with personalized financial advice and guidance.
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (SOLON OH)
OH
08/02/2012 - 04/16/2021
CETERA ADVISORS LLC (SOLON OH)
OH
11/29/2006 - 08/02/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (SOLON OH)
OH
05/26/1998 - 12/06/2006
THE CONCORD EQUITY GROUP, LLC (SOLON OH)
OH
03/25/1998 - 08/12/1998
EMISSARY FINANCIAL GROUP, INC. (MENTOR OH)
FL
03/18/1996 - 03/17/1998
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
BC
Issued 03/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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