Unclaimed
Judson Gray Teekell is a financial advisor at M Holdings Securities, Inc. based in Shreveport, Louisiana. Judson has been working in the financial services industry since 1977 and holds Series 63, SIE, and Series 1 licenses. Judson specializes in a wide range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management.
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.
A percentage of the total value of assets under management is charged.
1
2
LA
12/12/2000 - Present
M Holdings Securities, Inc. (SHREVEPORT LA)
MA
05/17/1993 - 12/12/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
IN
08/24/1977 - 03/25/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
12/28/1981 - 04/21/1993
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
02/02/1983 - 10/01/1984
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 08/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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