Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Marie Judd is a financial professional who has been in the industry since January 22, 1996. Julie is currently registered with PFS Investments Inc., a firm that offers a wide range of financial services, including investment advice and portfolio management. Julie has held registrations in both California and Washington and has a diverse range of experience in the financial industry.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
01/23/1996 - Present
PFS Investments Inc. (ROCKLIN CA)
BC
Issued 01/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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