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 Citron is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Shrewsbury, NJ. Jodi has been in the industry since 2009 and previously worked at firms like Morgan Stanley, Northwestern Mutual Investment Services, LLC, and PRUCO SECURITIES, LLC. Jodi's experience in the industry provides a strong foundation for her role as a wealth management associate and financial advisor. Jodi holds multiple licenses and designations, including Series 65, Series 63, Series 10, Series 9, and Series 7. She is registered to provide investment advice in multiple states.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
11/14/2019 - Present
Raymond James Financial Services Advisors, Inc. (SHREWSBURY NJ)
NJ
09/25/2012 - 11/15/2019
MORGAN STANLEY (SHREWSBURY NJ)
NJ
04/19/2012 - 08/07/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WALL TOWNSHIP NJ)
NJ
03/11/2011 - 04/11/2011
PRUCO SECURITIES, LLC. (MARLTON NJ)
NJ
06/14/2004 - 12/01/2004
EVOLUTION FINANCIAL TECHNOLOGIES, LLC (ISELIN NJ)
NY
03/20/2000 - 12/31/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
IA
Issued 11/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/24/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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