Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi G. Krausman is a registered representative with Money Concepts Capital Corp. and has been in the industry since 2016. Jodi is a certified public accountant and has experience in accounting, bookkeeping, payroll services, and tax preparation. Jodi is also a health insurance agent. Jodi is licensed in Florida and Michigan.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
06/22/2016 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
MI
10/08/2015 - 12/10/2015
AXA ADVISORS, LLC (TROY MI)
BOTH
Issued 06/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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