Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Powers is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jodi Powers is a Series 7 and Series 63 licensed representative, and has been in the industry since September 2011. Jodi Powers has been with Wells Fargo Advisors Financial Network, LLC since April 2016. Before that, Jodi Powers was with COMMONWEALTH FINANCIAL NETWORK. Jodi Powers is located in Marysville, Ohio, and holds a Series 7, Series 63, and SIE licenses.
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.
Investment consulting services to institutional clients
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.
1
2
OH
04/19/2016 - Present
Wells Fargo Advisors Financial Network, LLC (DUBLIN OH)
OH
09/08/2011 - 04/19/2016
COMMONWEALTH FINANCIAL NETWORK (MARYSVILLE OH)
BC
Issued 01/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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