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 Perelman has been in the financial services industry for 26 years and is a Registered Representative and Investment Advisor Representative. Jodi has a long history of working for leading financial services firms including Nationwide Investment Services Corporation, 1717 Capital Management Company and Robert W. Baird & Co. Incorporated. Jodi is currently employed by Truist Advisory Services, Inc. and works in the Atlanta, GA office. Jodi is licensed to conduct business in Georgia and has earned the Series 63, Series 65, Series 7, Series 9, Series 10, Series 24 and Series 53 securities licenses. Jodi has earned the SIE designation. Jodi provides financial planning services, investment management, portfolio management, and other financial services.
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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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 3/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/3/2003
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 1/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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