Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judy? Claim Your ProfileJudy Han is a Managing Director - Client Service at SVB Wealth LLC, based in Menlo Park, CA. Judy is an investment advisor representative with over 15 years of experience in the financial industry. Judy has a proven track record of success in providing wealth management advice to private bank and wealth clients. Previously, Judy worked at SVB Securities, SVB Investment Services Inc., and Wells Fargo Advisors, LLC. Judy holds Series 63, 66, 7 and SIE licenses. Judy's specializations include Retirement Planning, Estate Planning, College Savings, and Insurance. Judy offers a variety of advisory services, including financial planning, portfolio management, planned giving, family office, and wealth planning. Judy is committed to providing her clients with the highest level of service and helping them achieve their financial goals.
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.
Planned giving, family office, wealth planning
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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2
CA
08/30/2022 - Present
SVB Wealth (Menlo Park CA)
CA
07/02/2020 - 12/31/2023
SVB INVESTMENT SERVICES INC. (Menlo Park CA)
CA
07/30/2012 - 01/17/2017
SVB SECURITIES, A NON-BANK AFFILIATE OF SILICON VALLEY BANK (SAN FRANCISCO CA)
CA
01/03/2011 - 05/06/2011
WELLS FARGO ADVISORS, LLC (CUPERTINO CA)
CA
10/05/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (CUPERTINO CA)
BC
Issued 05/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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