Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Mellett is an investment advisor representative with Truist Advisory Services, Inc. Judith has been in the financial services industry since 1998. Judith works with individuals, families, and businesses. Judith is registered with FINRA and the state of Florida.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
09/14/2016 - Present
Truist Advisory Services, Inc. (SARASOTA FL)
FL
03/14/2008 - 12/06/2011
WELLS FARGO ADVISORS, LLC (SARASOTA FL)
NY
08/05/2005 - 04/12/2006
INVESTORS CAPITAL CORP. (VALLEY STREAM NY)
AZ
05/27/2004 - 08/09/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
11/28/2002 - 06/20/2003
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
03/30/1993 - 12/18/2000
GRUNTAL & CO., L.L.C. (NEW YORK NY)
BOTH
Issued 02/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/31/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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