Years of Experience
5-20+ Years
ALISO VIEJO, CA
0 Disclosures
ADVISOR BIO
Judd Berube is an investment advisor representative currently registered with NFP Retirement Inc. in ALISO VIEJO, CA. Judd is also active with the state of Maryland as an investment advisor. Judd is registered in the states of Maryland. Judd has been in the industry since 2007 and holds both the Series 7 and 66 licenses. Judd has previously worked with KESTRA INVESTMENT SERVICES, LLC and PRINCOR FINANCIAL SERVICES CORPORATION. Judd is also a consultant for ALPHASIGHTS. Judd is active in providing financial planning, pension consulting and portfolio management for individuals.
SPECIALIZATIONS
NEWPORT BEACH, CA
23 Years Experience
0 Disclosures
ADVISOR BIO
Judd Azoulay is an investment advisor representative at Stifel, Nicolaus & Company, Inc., with over 22 years of experience in the financial services industry. Judd has a Series 7 and Series 66 license and has been registered with FINRA since 2002. Judd has worked at several firms over the years, including WELLS FARGO CLEARING SERVICES, LLC and CITIGROUP GLOBAL MARKETS INC.. Judd specializes in providing financial planning, portfolio management, and investment advisory services to a variety of clients, including individuals, corporations, and institutional investors.
SPECIALIZATIONS
NEWPORT BEACH, CA
42 Years Experience
0 Disclosures
ADVISOR BIO
Judd Frank is an active advisor with over 30 years of experience in the financial industry. Judd has been registered with Wells Fargo Clearing Services, LLC since 2010. Prior to that, Judd worked with UBS Financial Services Inc, Prudential Securities Incorporated, Shearson Lehman Hutton Inc, and E.F. Hutton & Company Inc. Judd holds Series 3, 7, 9, 10, 63, and 65 licenses and has extensive experience providing investment advisory services to individuals and businesses. Judd also holds the designation of CPA.
SPECIALIZATIONS
PASADENA, CA
17 Years Experience
3 Disclosures
ADVISOR BIO
Judi Washington is a financial advisor at UBS Financial Services Inc. Judi is a registered representative with FINRA, the Securities Industry Essentials Exam (SIE), Series 7 and Series 9. Judi is registered in 4 states, including California, Colorado, and Rhode Island. Judi has been in the industry since November 2007 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated in addition to UBS Financial Services Inc.. Judi specializes in investment advisory services, financial planning, and portfolio management.
SPECIALIZATIONS
WESTLAKE VILLAGE, CA
14 Years Experience
0 Disclosures
ADVISOR BIO
Judith Callen is a registered investment advisor with Wells Fargo Clearing Services, LLC. Judith has been in the industry for over 10 years and has been registered with Wells Fargo Clearing Services, LLC since January 3, 2011. Judith holds the Series 66, Series 7 and SIE licenses. Judith has experience working with individuals, high net worth individuals, corporations, and pension and profit-sharing plans.
SPECIALIZATIONS
LOS ANGELES, CA
0 Disclosures
ADVISOR BIO
Judith Maria Lu is a registered investment advisor representative at Blue Zone Wealth Advisors, LLC, with over 19 years of experience in the financial services industry. Prior to joining Blue Zone Wealth Advisors, LLC, Judith worked at CITY NATIONAL SECURITIES, INC. and UBS FINANCIAL SERVICES INC. Judith holds the Series 7 and Series 66 licenses. Judith specializes in portfolio management for individuals and pensions consulting and selection of other advisors.
SPECIALIZATIONS
SAN DIEGO, CA
37 Years Experience
3 Disclosures
ADVISOR BIO
Judith Leigh Seaver is a financial advisor currently registered with UBS Financial Services Inc. Judith has been in the industry since October 19, 1987. Judith is licensed in 22 states. Judith has a Series 63, Series 31 and Series 7 license.
SPECIALIZATIONS
SANTA BARBARA, CA
33 Years Experience
0 Disclosures
ADVISOR BIO
Judith Pirkowitsch has been a financial professional since 1992. Judith is a registered representative with Ameriprise Financial Services, LLC and has offices in Santa Barbara, CA. Judith is also a registered investment advisor representative with Ameriprise. She is a Series 7 and 63 licensed professional. Judith has experience working with a variety of clients, including high-net-worth individuals, corporations, trusts, and charitable organizations. Her advisory services include financial planning, portfolio management, asset allocation, and pension consulting. Judith is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
LOS ANGELES, CA
32 Years Experience
0 Disclosures
ADVISOR BIO
Judith Gerette Gordon is an active investment advisor representative at Oppenheimer & Co. Inc. Judith has been a licensed professional in the financial services industry since 1992. Previously, Judith was employed at CIBC WORLD MARKETS CORP., MORGAN STANLEY & CO., INCORPORATED, SALOMON BROTHERS MUNICIPALS INC, SALOMON BROTHERS INC., and KIDDER, PEABODY & CO. INCORPORATED. Judith Gordon is licensed in 10 states and is currently active in California.
SPECIALIZATIONS
ENCINO, CA
46 Years Experience
0 Disclosures
ADVISOR BIO
Judith Joseph Chipps is an active investment advisor representative (IAR) and broker-dealer (BD) with over 40 years of experience. Judith is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Judith is registered in several states including California, Texas, and New York. Judith's expertise is in securities, investment advisory, and brokerage services.
SPECIALIZATIONS