Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Dicenzo is a financial advisor with Kestra Advisory Services, LLC. Judith has been in the industry since 1995. Judith holds the Series 6, 7, 63, and 66 licenses and is registered in California, Illinois, Ohio and Texas. Judith provides financial planning, investment advice, pension consulting, and portfolio management for individuals, businesses, and corporations. Judith's experience and expertise can help you achieve your financial goals.
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.
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
IL
12/14/2018 - Present
Kestra Advisory Services, LLC (EVANSTON IL)
IL
03/08/2010 - 08/21/2014
FINANCIAL TELESIS INC (EVANSTON IL)
WI
07/14/1995 - 03/08/2002
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BOTH
Issued 12/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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