Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodee? Claim Your ProfileJodee Lynn Harris is a Registered Representative with Osaic Institutions, Inc., a firm with offices in Meriden, Connecticut. Jodee has been in the industry since 2003 and holds the Series 31, Series 7, and SIE licenses. Jodee is registered in 8 states, including Florida, Hawaii, Indiana, Maryland, North Carolina, Pennsylvania, and Virginia. Jodee has been with Osaic Institutions, Inc. since 2015, but has also worked with Essex National Securities, LLC, UVEST Financial Services Group, Inc., NatCity Investments, Inc., Mutual Service Corporation and Morgan Stanley DW Inc. Jodee provides financial planning, pension consulting, educational seminars, and selection of other advisors to individuals, corporations, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
PA
10/14/2015 - Present
Osaic Institutions, Inc. (Ligonier PA)
PA
05/28/2010 - 10/16/2015
ESSEX NATIONAL SECURITIES, LLC (BLAIRSVILLE PA)
PA
05/10/2007 - 06/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (GREENSBURG PA)
PA
03/09/2005 - 04/20/2007
NATCITY INVESTMENTS, INC. (MURRYSVILLE PA)
MA
03/31/2004 - 01/11/2005
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
05/06/2002 - 04/08/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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