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Judith M Debolt

W & S Brokerage Services, Inc.

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About Judith M Debolt

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.

Firm Information

Judith Debolt is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Judith Debolt’s Registration & Firm History

IN

12/19/2023 - Present

W&S Brokerage Services, Inc. (Indianapolis IN)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Judith M Debolt.
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