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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodee? Claim Your ProfileJodee Felice Deutsch is an investment advisor representative with Allworth Financial, LP and has been in the industry since October 4, 1998. Jodee has worked for several firms in the past including HORAN SECURITIES, INC., OHIO NATIONAL EQUITIES, INC., WOODBURY FINANCIAL SERVICES, INC., THE LEADERS GROUP, INC., AMERITAS INVESTMENT CORP., EDWARD JONES, HARTFORD EQUITY SALES COMPANY INC. and MANEQUITY, INC. Jodee has also taken the Uniform Combined State Law Examination, Securities Industry Essentials Examination, General Securities Representative Examination and Investment Company Products/Variable Contracts Representative Examination. Jodee specializes in portfolio management for individuals, portfolio management for businesses, financial planning, pension consulting, educational seminars and selection of other advisers. Jodee is registered in 51 states and the District of Columbia.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
09/16/2021 - Present
Allworth Financial, LP (FOLSOM CA)
OH
08/14/2018 - 09/02/2021
HORAN SECURITIES, INC. (CINCINNATI OH)
OH
09/22/2016 - 04/27/2018
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
MN
01/29/2013 - 01/26/2015
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CO
01/03/2012 - 01/02/2013
THE LEADERS GROUP, INC. (LITTLETON CO)
NE
02/14/2008 - 11/25/2011
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MO
05/22/2006 - 01/14/2008
EDWARD JONES (ST. LOUIS MO)
CT
06/24/1996 - 12/02/2005
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MA
01/04/1996 - 06/06/1996
MANEQUITY, INC. (BOSTON MA)
BOTH
Issued 02/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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