Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlyn? Claim Your ProfileKaitlyn Judd is a financial professional with over five years of experience in the industry. Kaitlyn is currently registered with Fidelity Brokerage Services LLC, a firm with a national scope. Previously, Kaitlyn was employed by Wells Fargo Clearing Services, LLC and TD Ameritrade, Inc., both firms with national scopes. Kaitlyn holds the Series 63, Series 7 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.
1
2
RI
05/12/2022 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
MO
06/03/2021 - 04/20/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
02/26/2018 - 03/02/2021
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
09/07/2017 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
BC
Issued 09/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kaitlyn Judd is the right advisor for you? Invested Better is here to help.
