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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 Gilbert is a financial advisor who has been in the industry since 2001. She has worked for several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Putnam Retail Management Limited Partnership, Morgan Stanley & Co. Incorporated, and Morgan Stanley Smith Barney. Jodi currently is registered with Morgan Stanley. She is a registered representative in 41 states and a registered investment advisor in 1 state. She is also licensed as a general securities representative and investment company products/variable contracts representative. Jodi has experience in asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
VT
10/11/2023 - Present
Morgan Stanley (Colchester VT)
VT
06/01/2009 - 06/14/2012
MORGAN STANLEY SMITH BARNEY (BURLINGTON VT)
VT
09/14/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BURLINGTON VT)
NY
11/13/2003 - 10/14/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
10/09/2001 - 01/29/2002
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BOTH
Issued 10/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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