Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi-lynn? Claim Your ProfileJodi-lynn Weber is a financial advisor with UBS Financial Services Inc. Jodi-lynn has been in the industry since 2000. Jodi-lynn's previous experience includes roles at J.P. Morgan Securities LLC, GFA Securities, LLC, Goldman, Sachs & Co., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jodi-lynn is licensed to provide financial advice in California, Colorado, Connecticut, Florida, Illinois, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Washington. Jodi-lynn offers a variety of financial services including financial planning, pension consulting, and portfolio management for individuals 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
12/22/2022 - Present
UBS Financial Services Inc. (PARAMUS NJ)
CT
08/04/2015 - 08/03/2021
J.P. MORGAN SECURITIES LLC (Greenwich CT)
NY
05/06/2013 - 07/15/2015
GFA SECURITIES, LLC (NEW YORK NY)
NY
03/07/2005 - 06/19/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
11/28/2003 - 02/22/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/22/2002 - 08/27/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/28/1998 - 02/15/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 06/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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