Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Osborn is a financial advisor with over 20 years of experience in the industry. Judith is currently registered with LPL Financial LLC and has been with the firm since 2013. Prior to that, Judith was with Money Concepts Capital Corp. Judith holds the Series 6, 7, 24, 63, and 65 licenses. Judith provides a range of financial services, including financial planning, portfolio management, and consulting.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
06/28/2018 - Present
LPL Financial LLC (NORTH READING MA)
MA
12/04/2003 - 02/13/2013
MONEY CONCEPTS CAPITAL CORP (NORTH READING MA)
BC
Issued 01/21/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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