Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Woodruff is an Investment Advisor Representative who has been in the financial services industry for over 25 years. Licensed in multiple states, Jodi has extensive experience in helping clients achieve their financial goals. She is currently affiliated with Commonwealth Financial Network, providing financial advice and services to a diverse range of clients. Jodi previously worked with Wachovia Securities, LLC and Prudential Securities Incorporated, gaining valuable experience in the industry.
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.
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2
TX
03/31/2008 - Present
Commonwealth Financial Network (Huntsville TX)
MO
07/01/2003 - 11/23/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/24/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/12/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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