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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Danielle Van Voorhis is a financial advisor with Northwest Financial Advisors LLC, with over 17 years of experience in the financial industry. Jodi's services include financial planning, portfolio management for individuals and businesses, and pension consulting. Jodi has held previous roles at NYLIFE Securities LLC, LPL Financial LLC, MML Investors Services, LLC, Calvert Investment Distributors, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Jodi is registered with the state of Virginia as an investment advisor representative (IAR). Jodi's registration with the state of Virginia, along with her Series 7, 6, 63, and 66 licenses, allow Jodi to provide investment advice and sell securities.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
12/03/2020 - Present
Northwest Financial Advisors LLC (HERNDON VA)
VA
06/04/2019 - 12/16/2019
NYLIFE SECURITIES LLC (Leesburg VA)
VA
09/18/2015 - 03/22/2019
LPL FINANCIAL LLC (RESTON VA)
VA
04/09/2013 - 02/06/2014
MML INVESTORS SERVICES, LLC (VIENNA VA)
MD
04/24/2002 - 03/18/2013
CALVERT INVESTMENT DISTRIBUTORS, INC. (BETHESDA MD)
MA
07/07/1997 - 04/21/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/07/1997 - 04/21/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 07/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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