Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Baker Perez has been in the financial services industry since 1986 and is currently registered with Raymond James Financial Services Advisors, Inc. in Florida and Texas. Previously, Jodi Baker Perez was registered with Investment Centers of America, Inc., Invest Financial Corporation and FFPS Brokerage, Inc. Jodi Baker Perez has obtained her Series 63, 65, 7 and 24 licenses and is a Certified Financial Planner™. Jodi Baker Perez has significant experience in the financial services industry and is dedicated to providing her clients with the highest level of service.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
11/20/2012 - Present
Raymond James Financial Services Advisors, Inc. (LAND O LAKES FL)
FL
11/09/2001 - 07/18/2012
INVESTMENT CENTERS OF AMERICA, INC. (ZEPHYRHILLS FL)
WI
05/09/1991 - 11/09/2001
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
11/07/1986 - 04/15/1991
INVEST FINANCIAL CORPORATION
NA
02/19/1986 - 10/22/1986
FFPS BROKERAGE, INC.
IA
Issued 10/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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