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Ross U
Series 65
Palm Beach Gardens, FL
Udine Wealth Management Inc.
Ross Udine is a financial advisor at Udine Wealth Management Inc. with a Series 65 credential and five years of industry experience. His prior work includes positions at Stifel, JW Asset Management, Imperium Capital, and Mercury Capital Advisors. Udine Wealth Management provides discretionary investment management to individuals, high net worth clients, trusts, and estates through customized portfolios of equities, ETFs, and fixed-income instruments. The firm uses a combination of fundamental analysis, technical charting, and cyclical investing to construct diversified portfolios aligned with clients’ risk profiles.
Scott U
Series 63, Series 65
Palm Beach Gardens, FL
Udine Wealth Management Inc.
Scott Udine is a financial advisor with Udine Wealth Management Inc. in Palm Beach Gardens, FL. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Udine has been with his current firm since 2008. Udine Wealth Management provides discretionary investment management to individuals, high net worth clients, trusts, and estates. The firm uses a combination of fundamental analysis, technical charting, and cyclical investing to create diversified, customized portfolios aligned with clients’ risk profiles and objectives.
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