Unclaimed
Jodi Lynn Hendrickson is a financial advisor with Edward Jones. Jodi has been in the financial industry for over 27 years and has a strong track record of helping clients achieve their financial goals. Jodi is licensed to provide financial advice in Arizona, Colorado, Florida, Georgia, Minnesota, Nevada, New Mexico, North Dakota, South Dakota, Texas, Utah and Washington. Jodi has been registered with Edward Jones since August 2004 and has held previous roles with PrimeVest Financial Services, Inc. and Invest Financial Corporation. Jodi holds Series 6, 7, 63 and 66 licenses. Jodi specializes in 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.
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.
See schedule d - miscellaneous
1
2
ND
12/07/2018 - Present
Edward Jones (WAHPETON ND)
MN
02/07/2001 - 07/14/2004
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
WI
05/24/1996 - 02/07/2001
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 02/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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