Unclaimed
Judith Shonnard is a financial advisor with over 20 years of experience in the industry. Judith is registered with Avantax Investment Services, Inc. and holds Series 63, Series 7, and SIE licenses. Judith currently serves clients in California, Colorado, Florida, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, and Washington.
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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2
PA
01/02/1998 - Present
Avantax Investment Services, Inc. (COCHRANTON PA)
BC
Issued 12/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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