Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judy? Claim Your ProfileJudy McGhie is a registered representative with Truist Investment Services, Inc. and is licensed to conduct business in Georgia. Judy has been working in the securities industry since 2002 and holds the Series 7 and Series 63 licenses. Judy has a strong background in financial planning and wealth management. Her previous experience includes working with various financial firms such as Securities America, Inc., Triad Advisors LLC, Woodbury Financial Services, Inc. Judy is dedicated to providing her clients with personalized financial advice 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.
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.
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GA
05/22/2024 - Present
Truist Investment Services, Inc. (ATLANTA GA)
GA
09/23/2022 - 05/29/2024
TRUIST SECURITIES, INC. (ATLANTA GA)
NE
04/06/2021 - 08/31/2022
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
04/06/2021 - 08/31/2022
TRIAD ADVISORS LLC (ATLANTA GA)
MN
04/25/2013 - 08/31/2022
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
03/27/2008 - 08/31/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
03/27/2008 - 08/31/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
12/10/2007 - 08/31/2022
FSC SECURITIES CORPORATION (ATLANTA GA)
TX
12/16/2015 - 03/10/2016
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
GA
03/27/2008 - 03/03/2009
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
AZ
03/27/2008 - 10/29/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
GA
09/04/2007 - 11/19/2007
MORGAN STANLEY & CO., INCORPORATED (ATLANTA GA)
GA
03/26/2002 - 05/21/2007
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
BC
Issued 05/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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