Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judy? Claim Your ProfileJudy Betts is a financial advisor with over 40 years of experience in the industry. Judy is registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since 2009. Judy has a strong background in financial planning and portfolio management. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 63, Series 7, Series 5, and Series 15 licenses. Judy also has experience in providing advisory services to both individuals and businesses. In addition to her advisory services, Judy is a licensed insurance agent.
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.
Solicitation fees from 3rd party money managers
1
2
MI
03/04/2010 - Present
Cambridge Investment Research Advisors, Inc. (Clinton Township MI)
MI
01/04/1988 - 08/19/2009
MUTUAL SERVICE CORPORATION (CLINTON TOWNSHIP MI)
NA
01/28/1987 - 01/07/1988
KORN, WOMACK, STERN AND ASSOCIATES, INC.
NA
12/21/1979 - 02/03/1987
FIRST OF MICHIGAN CORPORATION
BC
Issued 11/16/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 02/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 12/15/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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