Unclaimed
Judith Erdman is a financial advisor registered with Fidelity Brokerage Services LLC. Judith has been in the financial services industry since 1997 and has experience with both investment banking and brokerage. She is also registered with the state securities regulators in New Jersey, New York, and Pennsylvania. She has held positions with several firms including National Financial Services LLC, Commerzbank Capital Markets Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Lehman Brothers Inc.
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.
1
2
NJ
10/17/2005 - Present
Fidelity Brokerage Services LLC (JERSEY CITY NJ)
MA
08/27/2003 - 10/17/2005
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
NY
08/16/2002 - 07/23/2003
COMMERZBANK CAPITAL MARKETS CORP. (NEW YORK NY)
NY
08/02/2000 - 03/01/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/12/1997 - 06/16/2000
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 04/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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