Unclaimed
Judith Mueller is a financial advisor with over 30 years of experience in the financial services industry. Judith is currently registered with Janney Montgomery Scott LLC. Prior to joining Janney Montgomery Scott LLC, Judith has held positions with several other firms including Lehman Brothers Inc., Fahnestock & Co., Inc., Moseley Securities Corporation, Grubb & Ellis Securities Company and Cralin & Co., Inc. Judith is a Series 7, Series 63 and SIE licensed professional. Judith specializes in providing financial planning, portfolio management and pension consulting services to individuals, families, businesses and institutions.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
08/30/2006 - Present
Janney Montgomery Scott LLC (LANCASTER PA)
NY
02/21/1990 - 03/27/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/13/1988 - 01/03/1990
FAHNESTOCK & CO., INC. (NEW YORK NY)
NA
02/12/1988 - 04/13/1988
FAHNESTOCK & CO. INC.
NA
05/29/1987 - 02/19/1988
MOSELEY SECURITIES CORPORATION
NA
11/16/1985 - 05/12/1987
GRUBB & ELLIS SECURITIES COMPANY
NA
08/21/1984 - 07/05/1985
CRALIN & CO., INC.
BC
Issued 05/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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