Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Lee Vawdrey is a financial professional with over 19 years of experience in the industry. Jodi has a broad range of experience working with various clients, including individuals, families, businesses, and charitable organizations. Jodi is currently registered with LPL Financial LLC. Jodi is also a Chartered Financial Consultant, committed to providing a comprehensive financial strategy to meet their clients' needs.
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
UT
05/14/2024 - Present
LPL Financial LLC (SANDY UT)
UT
10/22/2021 - 05/16/2024
CETERA ADVISOR NETWORKS LLC (Sandy UT)
UT
06/12/2018 - 10/25/2021
ROYAL ALLIANCE ASSOCIATES, INC. (SOUTH JORDAN UT)
UT
02/02/2005 - 06/14/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SALT LAKE CTY UT)
IA
Issued 10/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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