Judy Se-Fune (CRD# 4024665) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Chesapeake, VA and has over 24 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Booksmart Financials LLC | Chesapeake, VA | Apr 2024 - Current | < 1 |
| Consumer Direct Care Network Virginia LLC | Richmond, VA | Oct 2023 - Current | < 1 |
| Infinity Se, LLC | Chesapeake, VA | Sep 2021 - Current | 2 |
| Southern Hospitality LLC | Va Beach, VA | Jun 2012 - Current | 11 |
| Transamerica Financial Advisors, Inc. | Chesapeake, VA | Jan 2012 - Current | 12 |
| Tax Zone LLC | Chesapeake, VA | Jul 2010 - Current | 13 |
| Union Central Life Insurance Nyltb | New York, NY | May 2008 - Current | 16 |
| Chesapeake Partners | Chesapeake, VA | Jan 2005 - Current | 19 |
| Wfg | Chesapeake, VA | Jun 2001 - Current | 22 |
| Prince Of Peace Catholic Church | Chesapeake, VA | May 2009 - Nov 2022 | 13 |
| Benefit Plans Inc. | Virgiinia Beach, VA | Oct 2003 - Oct 2022 | 19 |
| Judy S. Se-fune Accounting & Tax Services | Virginia Beach, VA | Jan 1996 - Jun 2020 | 24 |
| Aflac | Virginia Beach, VA | Oct 2009 - Jun 2014 | 4 |
| Jack Schrader & Associates Inc. | Ft Myers, FL | Aug 2009 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1999 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2009 |
- NJ
- NC
- TX
- VA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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