Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Fravor is a Registered Representative and Investment Advisor Representative with First Citizens Investor Services, Inc. working out of the Columbia, SC office. Jodi is experienced in the financial services industry and has worked in various roles throughout her career. Prior to joining First Citizens, Jodi worked at Wells Fargo Clearing Services, LLC and Wachovia Securities, LLC. Jodi holds a Series 6, 7, 63, 65, and 66. Jodi has a specialization in providing financial planning, portfolio management for businesses and individuals and the selection of other advisors to her clients.
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.
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.
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2
SC
07/07/2022 - Present
First Citizens Investor Services, Inc. (COLUMBIA SC)
SC
04/11/2019 - 07/21/2022
WELLS FARGO CLEARING SERVICES, LLC (FLORENCE SC)
SC
04/06/2006 - 02/12/2008
WACHOVIA SECURITIES, LLC (FLORENCE SC)
BOTH
Issued 05/08/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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