Brandon Judas

RIA Operations Associate at Singer Wealth
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Melbourne, Florida, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • FINRA Series 65
    FINRA Investor Education Foundation
    Sep, 2020
    - Nov, 2024

Experience

  • Singer Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • RIA Operations Associate
      • Jun 2017 - Present

      Wealth Management FirmRegistered Investment Advisory operations associate specializing in investment analysis, portfolio modeling, fixed, indexed, and variable insurance products, and client relationship management. Wealth Management FirmRegistered Investment Advisory operations associate specializing in investment analysis, portfolio modeling, fixed, indexed, and variable insurance products, and client relationship management.

  • Ameritas
    • United States
    • Insurance
    • 700 & Above Employee
    • Annuity Service Specialist
      • Sep 2014 - May 2017

      Life Insurance CompanyTeam lead for incoming 1035 exchanges, transfers, and rolloversBack office administration of variable, indexed, and fixed annuitiesPolicy administration including disbursements, loans, performance analysis, and billing discrepancies Life Insurance CompanyTeam lead for incoming 1035 exchanges, transfers, and rolloversBack office administration of variable, indexed, and fixed annuitiesPolicy administration including disbursements, loans, performance analysis, and billing discrepancies

Education

  • University of Iowa
    Bachelor's Degree, Health and Human Physiology - Health Studies emphasis
    2010 - 2014

Community

You need to have a working account to view this content. Click here to join now