Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Perelman is a registered investment advisor representative with Truist Advisory Services, Inc. in Atlanta, Georgia. Jodi has been working in the financial industry since August 3, 1996. Jodi is a registered representative and investment adviser. Jodi holds Series 7, 9, 10, 24, 53, 63, and 65 licenses and is licensed to conduct business in Georgia.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
GA
09/19/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
OH
07/18/2008 - 05/23/2012
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
DE
11/01/2006 - 07/15/2008
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
07/15/2005 - 08/25/2006
AT INVESTOR SERVICES, INC. (NEW YORK NY)
GA
01/20/2004 - 07/15/2005
AMVESCAP SERVICES, INC. (ATLANTA GA)
MA
06/15/2001 - 01/06/2004
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
WI
10/12/1999 - 06/04/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
GA
12/08/1998 - 10/05/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
06/10/1996 - 12/16/1998
THE VOLUME INVESTOR, INC. (NEW YORK NY)
NJ
04/08/1996 - 06/11/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 03/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/13/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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