Invested Better
Unclaimed

Unclaimed

Unclaimed

Jami Lynn Yoder

Sammons Financial Network, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jami? Claim Your Profile

About Jami Lynn Yoder

Jami Lynn Yoder is a financial professional with Sammons Financial Network, LLC. Jami is licensed to provide securities and investment advisory services in Iowa. Jami holds the Series 6, Series 63 and Series 99TO securities licenses. Jami has been in the financial industry for over 5 years.

Firm Information

Jami Yoder is currently registered with Sammons Financial Network, LLC. Sammons Financial Network, LLC is a Limited Liability Company formed in June 2011. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

155

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jami Yoder’s Registration & Firm History

IA

05/31/2019 - Present

Sammons Financial Network, LLC (WEST DES MOINES IA)

Not sure if Jami Lynn Yoder is right for you?

Licenses & Designations

BC

Issued 07/29/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/17/2024

Series 99TO - Operations Professional Examination

BC

Issued 05/31/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/12/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jami Lynn Yoder.
Not sure if Jami Lynn Yoder is right for you?