Unclaimed
Judith Debolt is a registered representative with W&S Brokerage Services, Inc., located in Indianapolis, IN. Judith has been in the industry since December 18, 2023, and holds the Series 6TO, SIE, and Series 63 licenses. Judith is registered with the states of Indiana and Montana. Judith provides portfolio management for individuals and selection of other advisers. W&S Brokerage Services, Inc. has approximately 451 clients and $122,864,622 in assets under management.
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.
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.
1
2
IN
12/19/2023 - Present
W&S Brokerage Services, Inc. (Indianapolis IN)
BC
Issued 03/09/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Judith Debolt is the right advisor for you? Invested Better is here to help.