Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judy? Claim Your ProfileJudy Roell is a financial advisor with Cetera Advisors LLC, a firm based in Wexford, PA. Judy has been in the industry since 2000. Previously, she was affiliated with Cetera Advisor Networks LLC, Great American Advisors, Inc., PMG Securities Corporation, Dominion Investor Services, Inc. and Pacific West Securities, Inc. Judy has a Series 7, Series 66, and SIE licenses.
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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2
PA
11/23/2022 - Present
Cetera Advisors LLC (Wexford PA)
WA
09/07/2021 - 11/23/2022
CETERA ADVISOR NETWORKS LLC (TACOMA WA)
WA
02/15/2005 - 08/04/2010
GREAT AMERICAN ADVISORS, INC. (BOTHELL WA)
IL
09/04/2001 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
TX
06/05/2000 - 07/31/2001
DOMINION INVESTOR SERVICES, INC. (MARBLE FALLS TX)
WA
10/04/1999 - 06/06/2000
PACIFIC WEST SECURITIES, INC. (RENTON WA)
BOTH
Issued 03/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/07/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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