Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Herman is a financial advisor with Eagle Strategies LLC. Jodi has been in the industry since January 21, 2014. Jodi works with individual clients, families, businesses, and charitable organizations. Jodi specializes in retirement planning, college savings, and estate planning. Jodi has a Series 7, Series 66, and SIE license. Jodi holds a Bachelor's degree in Finance from the University of Arizona.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NY
08/03/2021 - Present
Eagle Strategies LLC (LATHAM NY)
NY
03/29/2013 - 03/01/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (SARATOGA SPRINGS NY)
BOTH
Issued 8/6/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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