Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Barker is a financial professional with over 20 years of experience in the industry. Currently, Jodi is a registered representative with Charles Schwab & Co., Inc. providing financial advice and services to clients. Prior to joining Charles Schwab, Jodi was employed with TD Ameritrade, Inc., AIG Financial Advisors, Inc., SunAmerica Securities, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and UBS PaineWebber Inc. Jodi holds multiple industry licenses and designations, including Series 7, 24, and 63 licenses.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
04/19/2007 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
NE
09/23/2021 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
AZ
10/31/2005 - 03/31/2007
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
02/08/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MO
07/01/2003 - 01/11/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
04/03/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
10/30/2000 - 03/13/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BC
Issued 11/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/06/2005
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 04/21/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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