Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trudy? Claim Your ProfileTrudy Fearon is an investment advisor representative who has been in the industry since 1978. Trudy is currently registered with Oaktree Advisors LLC in Coopersburg, Pennsylvania. Trudy also has a Series 63 and Series 65 licenses and has previously been registered with firms such as PURSHE KAPLAN STERLING INVESTMENTS and Lombard Securities Incorporated. Trudy has experience in a variety of financial services, including portfolio management, financial planning, and insurance. Trudy is licensed to sell life, fixed, variable, and annuity insurance in Pennsylvania and is a non-resident in Ohio, New Jersey, New Hampshire and South Carolina.
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.
Trust services
1
2
PA
11/22/2016 - Present
Oaktree Advisors LLC (COOPERSBURG PA)
PA
11/08/2016 - 02/02/2022
PURSHE KAPLAN STERLING INVESTMENTS (Coopersburg PA)
PA
05/07/2013 - 11/17/2016
LOMBARD SECURITIES INCORPORATED (ALLENTOWN PA)
PA
01/07/2005 - 05/10/2013
MML INVESTORS SERVICES, LLC (ALLENTOWN PA)
MA
09/24/1991 - 08/19/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
08/15/1986 - 07/25/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
09/25/1978 - 08/04/1986
WARREN W. YORK & CO., INC.
IA
Issued 10/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 04/16/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 09/16/1978
Series 7 - General Securities Representative Examination
Active
Inactive
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