Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judy? Claim Your ProfileJudy Ann Barbot is a financial advisor with Stifel, Nicolaus & Company, Inc. Judy is a Registered Representative in North Dakota and Texas. Judy has 43 years of experience in the financial industry, beginning in 1979 at John G. Kinnard and Company, Incorporated. Judy has been with Stifel since 2006 and has held positions in both Bismarck and Williston, North Dakota. Judy offers portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning and educational seminars.
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.
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2
ND
07/31/2019 - Present
Stifel, Nicolaus & Company, Inc. (BISMARCK ND)
ND
01/01/2001 - 12/06/2006
MILLER JOHNSON STEICHEN KINNARD, INC. (WILLISTON ND)
MN
06/01/1979 - 01/01/2001
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
BOTH
Issued 02/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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