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Judy Else Olschofka

World Equity Group, Inc.

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About Judy Else Olschofka

Judy Olschofka is a financial professional with over 20 years of experience in the industry. Judy is currently registered with World Equity Group, Inc. Judy has worked with a number of firms over the years, including TAYLOR CAPITAL MANAGEMENT INC. and FIRST ALLIED SECURITIES, INC., to name a few. Judy holds Series 6, Series 63, and SIE licenses.

Firm Information

Judy Olschofka is currently registered with World Equity Group, Inc.. World Equity Group, Inc. is a corporation formed in September 1991 and headquartered in Schaumburg, Illinois. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management services to individuals, corporations, and pension and profit-sharing plans. World Equity Group, Inc. manages over $858 million in assets for 3,109 clients.
World Equity Group, Inc.

425 N MARTINGALE RD

SCHAUMBURG, IL 60173

$858.55M

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Judy Olschofka’s Registration & Firm History

VA

06/27/2019 - Present

World Equity Group, Inc. (Penn Laird VA)

VA

04/04/2016 - 07/23/2019

TAYLOR CAPITAL MANAGEMENT INC. (Penn Laird VA)

CA

05/12/2015 - 04/05/2016

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

VA

08/30/2012 - 05/12/2015

FSC SECURITIES CORPORATION (PENN LAIRD VA)

VA

05/04/2009 - 09/06/2012

CENTAURUS FINANCIAL, INC. (HARRISONBURG VA)

VA

03/02/2009 - 04/28/2009

NFP SECURITIES, INC. (HARRISONBURG VA)

VA

04/08/2008 - 03/23/2009

GUNNALLEN FINANCIAL, INC (HARRISONBURG VA)

VA

12/01/2006 - 04/07/2008

QUESTAR CAPITAL CORPORATION (HARRISONBURG VA)

VA

12/18/2003 - 12/01/2006

USALLIANZ SECURITIES, INC. (HARRISONBURG VA)

CA

08/13/2002 - 12/19/2003

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

MN

09/20/1999 - 08/12/2002

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

TX

05/19/1999 - 09/16/1999

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

CA

01/08/1999 - 06/16/1999

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

NJ

08/24/1998 - 01/11/1999

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 08/13/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Judy Else Olschofka. Review regulatory record here.
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