Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judy? Claim Your ProfileJudy Marie Rudnick is a financial advisor with over 25 years of experience in the financial services industry. Judy is a Registered Representative with Osaic Wealth, Inc. in Scottsdale, Arizona. Judy has a wide range of experience, including working as a financial advisor with Lincoln Financial Advisors Corporation. She provides financial planning, portfolio management for individuals and businesses, and educational seminars to her clients.
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
AZ
01/24/2025 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
IN
02/21/2019 - 05/10/2024
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
IN
04/18/2017 - 05/10/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
IL
01/05/2006 - 05/10/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (CHICAGO IL)
IL
01/05/2006 - 03/27/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CHICAGO IL)
NA
11/06/1989 - 11/16/1994
HARRIS INVESTORS DIRECT, INC.
NA
08/29/1986 - 11/20/1987
HARRIS BROKERAGE SERVICES, INC.
NA
07/24/1980 - 08/19/1983
FIDELITY BROKERAGE SERVICES, INC.
NA
11/25/1977 - 07/21/1979
IDS LIFE INSURANCE COMPANY
NA
11/25/1977 - 07/21/1979
IDS MARKETING CORPORATION
NA
11/25/1977 - 07/21/1979
INVESTORS DIVERSIFIED SERVICES, INC.
BOTH
Issued 02/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2015
Series 24 - General Securities Principal Examination
BC
Issued 02/19/1986
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/20/1986
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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