Unclaimed
Judith Rowland is an Investment Adviser Representative with Moody, Lynn, Lieberson & Walker, LLC. Judith has been in the industry for over 21 years. Judith Rowland is registered with the state of Massachusetts. Judith works with high-net-worth individuals, corporations, pension and profit sharing plans, individuals other than high-net-worth, pooled investment vehicles and charitable organizations. Judith Rowland holds Series 7 and Series 66 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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MA
05/25/2016 - Present
Moody, Lynn, Lieberson & Walker, LLC (BOSTON MA)
NY
05/21/2002 - 07/28/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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