Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Lynn Mazzitelli is a registered representative with Robert W. Baird & Co. Inc. Judith Lynn Mazzitelli has been in the financial services industry for over 24 years. Previously, Judith Lynn Mazzitelli was employed by HEFREN-TILLOTSON, INC., MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. Judith Lynn Mazzitelli holds licenses for Series 63, Series 9, Series 10, SIE and Series 7.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
PA
10/21/2022 - Present
Robert W. Baird & Co. Inc. (Pittsburgh - Wexford PA)
PA
05/04/2010 - 10/21/2022
HEFREN-TILLOTSON, INC. (WEXFORD PA)
PA
06/01/2009 - 04/28/2010
MORGAN STANLEY SMITH BARNEY (BUTLER PA)
PA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BUTLER PA)
MD
08/05/1998 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 01/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/15/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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