Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Leroy Judd is an Investment Advisor Representative associated with Grove Point Advisors, LLC. Steven has been in the financial services industry for over 20 years and is a Series 6, Series 63, and Series 65 licensed representative. Steven has experience working with a variety of clients including high net worth individuals, corporations, and charitable organizations. Steven is also a Managing Member of Training Connections, LLC, a firm that provides workforce solutions and employment consulting to business entities. Steven has a wide range of expertise and is committed to helping his clients 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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
WA
12/23/2009 - 11/30/2012
WOODBURY FINANCIAL SERVICES, INC. (SEATTLE WA)
WA
12/12/2002 - 12/24/2009
TRANSAMERICA FINANCIAL ADVISORS, INC (SEATTLE WA)
WA
03/25/2009 - 04/02/2009
INVEST FINANCIAL CORPORATION (SEATTLE WA)
NJ
04/11/2002 - 12/14/2002
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 07/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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