Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Vinas is a financial advisor with over 20 years of experience in the industry. Jodi is registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since June 2016. Jodi also works with Legacy Wealth Management. Prior to joining Raymond James Financial Services Advisors, Inc., Jodi was a financial advisor at Wells Fargo Advisors Financial Network, LLC, where she worked from May 2009 to June 2016. Jodi also worked with Wachovia Securities, LLC from October 2002 to December 2008 and with UBS PaineWebber Inc. from November 1999 to October 2002. Jodi is a registered representative and investment advisor representative in the state of California.
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
CA
06/06/2016 - Present
Raymond James Financial Services Advisors, Inc. (BREA CA)
CA
12/12/2008 - 06/23/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BREA CA)
CA
10/02/2002 - 12/17/2008
WACHOVIA SECURITIES, LLC (ANAHEIM CA)
NJ
11/04/1999 - 10/10/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 05/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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