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Judith Kalb Beckman

Osaic Wealth, Inc.

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About Judith Kalb Beckman

Judith Kalb Beckman has been a financial advisor since 1978, working in the financial industry for over 45 years. Judith is currently registered with Osaic Wealth, Inc., which is a national financial services firm. She is also a certified financial planner and has been a board member for Long Island Small Business Assistance Corp, a non-profit organization that provides loans to women-owned and minority-owned businesses.

Firm Information

Judith Beckman is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Judith Beckman’s Registration & Firm History

AZ

10/11/2024 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

NY

05/20/1988 - 02/19/2002

SECO WEST LIMITED (WILLIAMSVILLE NY)

NA

04/28/1982 - 05/24/1988

ARTHUR GOULD INCORPORATED

NA

11/27/1978 - 10/16/1981

JOSEPHTHAL & CO., INCORPORATED

NA

01/13/1978 - 09/28/1978

FIRST INVESTORS CORPORATION

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Licenses & Designations

BC

Issued 12/14/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/1978

Series 7 - General Securities Representative Examination

BC

Issued 01/09/1978

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Judith Kalb Beckman. Review regulatory record here.
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