Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judy? Claim Your ProfileJudy Ballard is a financial professional with over a decade of experience in the industry. Judy is currently registered with Vanguard Advisers, Inc. as a Registered Representative and Investment Adviser Representative. Judy has held previous positions at Edward Jones in Mesa, Arizona. Judy holds the Series 7 and Series 66 securities licenses and the Series 65 Investment Adviser representative license.
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.
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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AZ
07/14/2014 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
03/17/2009 - 06/24/2010
EDWARD JONES (MESA AZ)
IA
Issued 10/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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