Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Lynn Bukowski is a financial advisor with over 5 years of experience in the industry. Jodi has a strong background in financial planning, portfolio management, and investment advisory services. Currently, Jodi is a registered representative with Osaic Wealth, Inc. in Reading, Pennsylvania. Jodi is committed to providing personalized financial advice to individuals, families, and businesses. Jodi is dedicated to helping clients achieve their financial goals and aspirations.
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.
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
PA
09/01/2023 - Present
Osaic Wealth, Inc. (READING PA)
PA
05/01/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (READING PA)
PA
10/01/2018 - 05/03/2023
NYLIFE SECURITIES LLC (WYOMISSING PA)
BOTH
Issued 08/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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