Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Judson is a financial advisor with Osaic Wealth, Inc. Based in McLean, VA, Timothy has been in the financial services industry since 1980. He has a wealth of experience serving both individuals and businesses, specializing in financial planning, portfolio management and pension consulting. Timothy Judson holds both Series 7 and Series 63 licenses as well as Series 24 and Series 51 licenses. He has also passed the SIE and Series 65 exams.
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
VA
09/09/2005 - Present
Osaic Wealth, Inc. (MCLEAN VA)
NA
06/02/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/02/1980 - 06/02/1983
DERAND INVESTMENT CORPORATION OF AMERICA
IA
Issued 09/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/16/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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