Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Hills is an investment advisor representative with LPL Financial LLC. Jodi has been in the industry since February 1998. Jodi Hills has a current registration with FINRA and is licensed in 24 states. Jodi is also an Investment Advisor Representative in New Jersey and New York. Prior to joining LPL Financial LLC, Jodi Hills was affiliated with CITIGROUP GLOBAL MARKETS INC..
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/03/2021 - Present
LPL Financial LLC (HUDSON NY)
NY
02/26/1998 - 04/10/2008
CITIGROUP GLOBAL MARKETS INC. (HUDSON NY)
IA
Issued 04/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/08/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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