Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Hilary Maples is a financial professional with over 16 years of experience in the industry. Jodi is currently a registered representative with Prospera Financial Services, Inc. in Dallas, Texas. Previously, Jodi was a registered representative with Raymond James & Associates, Inc. in Dallas, Texas. Jodi holds Series 7, Series 63, SIE, and Series 99TO licenses. Jodi specializes in financial planning, pension consulting, and portfolio management. Jodi works with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jodi is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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.
Percentage of assets under review
1
2
TX
05/09/2017 - Present
Prospera Financial Services, Inc. (DALLAS TX)
TX
07/31/2007 - 05/12/2017
RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)
NJ
07/24/2006 - 07/18/2007
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BC
Issued 09/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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