Jeffrey JudgeCRD Number: 5903701
Current Firm: Msi Financial Services, Inc.
Compensation Model: Both
Commonwealth Financial Network
Planning Solutions Group, LLC
|MassMutual Financial Advisors||Baltimore, MD||Jul 2016 - Current||2|
|Metlife Financial Services Inc.||Baltimore, MD||Mar 2011 - Jul 2016||5|
|Exam Code||Name||Passed Date|
|S6||Investment Company and Variable Contracts Products Representative Examination (IR)||Apr 2011|
|S63||Uniform Securities State Law Examination||Jul 2011|
|S65||NASAA Investment Advisors Law Examination||Sep 2011|
|S7||General Securities Representative Examination (GS)||Oct 2011|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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