Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Lyn Helffenstein is a financial advisor with over 20 years of experience in the industry. Jodi Lyn is currently registered with Artisan Partners Distributors LLC and has been with the firm since August 2003. Before joining Artisan Partners, Jodi Lyn worked at BANC OF AMERICA SECURITIES LLC and MONTGOMERY SECURITIES. Jodi Lyn holds the Series 6, Series 63, and SIE licenses. Jodi Lyn has a wide range of experience in the financial services industry and is committed to providing her clients with personalized financial advice.
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.
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.
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CA
08/04/2003 - Present
Artisan Partners Distributors LLC (San Francisco CA)
NY
10/01/1997 - 09/14/1999
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
04/07/1997 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
BC
Issued 12/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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