Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judy? Claim Your ProfileJudy Lynn Copenbarger has been in the financial services industry since 2000 and is currently a registered representative and investment advisor representative with Osaic Wealth, Inc. and Money Truth Strategic Planning. Judy has a broad range of experience in the financial services industry, including financial planning, portfolio management, and insurance. Judy holds a JD from the University of California, Irvine, and is a Certified Financial Planner. Judy is committed to providing her clients with personalized financial advice and guidance to help 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.
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
01/19/2024 - Present
Osaic Wealth, Inc. (IRVINE CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (IRVINE CA)
CA
08/26/2015 - 03/01/2019
QUESTAR CAPITAL CORPORATION (NEWPORT BEACH CA)
CA
03/17/2008 - 08/20/2015
VOYA FINANCIAL ADVISORS, INC. (IRVINE CA)
CA
09/12/2000 - 04/11/2008
ROYAL ALLIANCE ASSOCIATES, INC. (IRVINE CA)
NA
10/20/1993 - 07/05/1994
PRUCO SECURITIES CORPORATION
BOTH
Issued 03/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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