Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judy? Claim Your ProfileJudy March is a financial professional with over 20 years of experience in the financial services industry. Judy is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with Cetera Investment Advisers LLC. Judy holds the Series 6, 7, and 63 securities licenses and has experience providing tax and accounting services, investment advisory services, and financial planning. Judy has been a licensed CPA since 1981. Judy is committed to providing her clients with personalized financial advice and guidance.
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.
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TX
03/03/2004 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
11/22/1999 - 09/11/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 12/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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