Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Marie Rufner is a financial professional with over 40 years of experience in the industry. Judith has been a registered representative of Port Securities, Inc. since 2013. Previously, Judith worked at Montag & Joselson and Investors Associates, Inc. Judith holds the Series 7, Series 52, Series 53, and SIE licenses. Judith is registered in Florida and New Jersey.
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.
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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2
CA
06/06/2013 - Present
Port Securities, Inc. (NEWPORT BEACH CA)
NY
07/03/1997 - 06/06/2013
MONTAG & JOSELSON (RYE NY)
NJ
01/26/1977 - 06/20/1997
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
BC
Issued 04/27/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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