Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Willard is a financial professional with over 20 years of experience in the industry. Judith has been registered with National Financial Services LLC since 2001. Previously, Judith was registered with Fidelity Brokerage Services LLC and The Advisors Group, Inc.. Judith holds the Series 6, 7, and 63 securities licenses. Judith is currently licensed in Texas.
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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TX
12/19/2001 - Present
National Financial Services LLC (WESTLAKE TX)
RI
12/13/2001 - 12/19/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MD
11/01/1995 - 06/13/1997
THE ADVISORS GROUP, INC. (BETHESDA MD)
BC
Issued 02/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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