Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Carroll is a registered representative with Charles Schwab & CO., Inc. Jodi has been in the industry since 2009 and holds the Series 7, Series 63 and SIE licenses. Jodi is also a registered representative of TD Ameritrade Clearing, Inc. and has worked with TD AMERITRADE, INC. previously. Jodi is located in Omaha, Nebraska and specializes in Financial Planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
01/25/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
02/09/2009 - 10/19/2010
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 06/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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