Unclaimed
Jodi Seddon is a financial advisor with Ameriprise Financial Services, LLC. Jodi has been in the industry since 2005. Jodi is registered with the state of Kentucky and is a Series 66, Series 7 and SIE licensed holder. Previously, Jodi has worked for J.P. Morgan Securities LLC, UBS Financial Services Inc., LINSICO/PRIVATE LEDGER CORP., and Ameriprise Financial Services, Inc. Jodi is registered in 22 states and has a total of 22 years of experience in the financial industry.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
KY
02/22/2023 - Present
Ameriprise Financial Services, LLC (LOUISVILLE KY)
KY
05/15/2013 - 08/08/2018
J.P. MORGAN SECURITIES LLC (LOUISVILLE KY)
KY
07/10/2007 - 08/08/2011
UBS FINANCIAL SERVICES INC. (LOUISVILLE KY)
KY
05/24/2007 - 07/16/2007
LINSCO/PRIVATE LEDGER CORP. (LOUISVILLE KY)
KY
08/23/2006 - 04/12/2007
AMERIPRISE FINANCIAL SERVICES, INC. (LOUISVILLE KY)
IA
01/27/2003 - 08/24/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MN
08/14/2000 - 05/17/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/14/2000 - 05/17/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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