Unclaimed
Naima Judge is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Naima has been in the industry since December 2008 and has been registered with the state of Georgia as a broker-dealer and investment adviser. Naima's firm manages over $1.27 trillion in assets under management, making it one of the largest investment firms in the country. Naima specializes in providing investment advice and portfolio management services to a wide range of clients including individuals, corporations, and institutions. Naima also provides financial planning and pension consulting services. Naima has a passion for helping clients reach their financial goals and is committed to providing them with the highest level of service.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
03/25/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
BOTH
Issued 03/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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