After developing a thorough understanding of your risk tolerance and specific short- and long-term goals, we work together to create a customized strategy centered on helping you find opportunities in any market condition. Once your plan has been implemented, we closely monitor your portfolio, rebalancing or reallocating funds* when necessary to maintain a course of action appropriately aligned with your objectives.
UDB Financial would like to welcome Finessa Parsons. Finessa is a Client Services Associate at our Alexandria Branch.
• Finessa Parsons,
Client Services Associate
Securities and Advisory Services offered through LPL Financial, a Registered, Investment Advisor, Member FINRA/SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL. AR, AZ. CA, CO, FL, GA, HI. IA, IL. IN. KS. LA. MA, ME. Ml, MN, MO, MS. MT. NC, NM, NY, OK, PA, SC, TN, TX, VA. WA, WI & VI.