Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Falconer Powers is a financial advisor with over 17 years of experience in the financial services industry. Jodi has worked for both Janney Montgomery Scott LLC and Parker/Hunter Incorporated before joining Hunter Associates LLC in 2011. Jodi is registered with FINRA and holds Series 7 and Series 66 licenses, as well as the SIE exam. Her areas of specialization include portfolio management for individuals and businesses, financial planning, selection of other advisors, and management of pooled investment vehicles. Jodi's current employment at Hunter Associates LLC is focused on providing financial advice to a wide range of clients, including individuals, families, businesses, and charitable organizations.
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.
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.
Manager of managers
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.
A percentage of the total value of assets under management is charged.
1
2
PA
12/11/2012 - Present
Hunter Associates LLC (PITTSBURGH PA)
OH
06/25/2005 - 05/02/2011
JANNEY MONTGOMERY SCOTT LLC (SALEM OH)
PA
07/19/2004 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
BOTH
Issued 08/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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