Unclaimed
Jocelyn Sudweeks is a registered representative with Zions Direct, Inc. Jocelyn is licensed to sell securities in all 50 states, the District of Columbia, and Puerto Rico. Jocelyn is also licensed to sell municipal securities. Prior to joining Zions Direct, Jocelyn was a registered representative with Fidelity Brokerage Services LLC.
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.
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.
1
2
UT
10/13/2022 - Present
Zions Direct, Inc. (SALT LAKE CITY UT)
UT
03/02/2021 - 09/24/2021
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
BOTH
Issued 04/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 03/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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