Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judy? Claim Your ProfileJudy Armstrong is a financial advisor at LPL Financial LLC. Judy has been in the industry since May 14, 2010, and has a wide range of experience, including working for INVEST FINANCIAL CORPORATION, PRINCOR FINANCIAL SERVICES CORPORATION, and PRUCO SECURITIES, LLC. Judy has worked at LPL Financial LLC since February 2018. Judy's certifications include Series 6, 7, 63, and 65. Judy specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Judy also offers 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.
Consulting and other non-discretionary advisory services
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.
1
2
FL
02/14/2018 - Present
LPL Financial LLC (SAINT PETERSBURG FL)
FL
10/14/2014 - 02/14/2018
INVEST FINANCIAL CORPORATION (St Petersburg FL)
FL
07/18/2011 - 10/21/2014
PRINCOR FINANCIAL SERVICES CORPORATION (St Petersburg FL)
FL
05/12/2010 - 07/15/2011
PRUCO SECURITIES, LLC. (TAMPA FL)
BC
Issued 07/25/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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