Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Anderson is a financial advisor with LPL Financial LLC. Jodi has been in the industry since 2015. Previously, Jodi was employed by RBC Capital Markets, LLC and Barclays Capital Inc. in New York, NY. Jodi has a Series 66, Series 63, Series 99TO, SIE, and Series 7 licenses. Jodi is registered to provide investment advice in California and Illinois.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IL
08/17/2023 - Present
LPL Financial LLC (CHICAGO IL)
NY
12/07/2017 - 08/02/2023
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
08/25/2009 - 05/04/2012
BARCLAYS CAPITAL INC. (NEW YORK NY)
BOTH
Issued 12/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jodi Anderson is the right advisor for you? Invested Better is here to help.
