Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Lustig is a financial advisor with over 30 years of experience in the industry. Jodi is currently registered with Equity Services, Inc. and has been with the firm since 1997. Previously, Jodi worked for CIGNA Financial Advisors, Inc. in Pennsylvania from 1985 to 1997. Jodi has a broad range of experience in the industry and holds the Series 6, Series 22, Series 63 and SIE licenses. Jodi is registered to provide investment advice in Arizona, California, Florida, Illinois, New York, and Washington. Jodi has a strong track record of providing financial advice to individuals, families and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AZ
12/19/1997 - Present
Equity Services, Inc. (SCOTTSDALE AZ)
PA
10/16/1985 - 12/31/1997
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 10/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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