Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Marie Viaud is a financial professional with over 12 years of experience in the industry. She has been registered with the Securities and Exchange Commission (SEC) since 2011 and holds both Series 7 and Series 66 licenses, allowing her to offer a wide range of financial services. Jodi is a Certified Financial Planner™ and has a strong track record of providing comprehensive wealth management, financial planning, and investment advisory services to individuals, families, and businesses. Currently, Jodi is an Investment Advisor Representative at Osaic Wealth, Inc., a firm with over $94 billion in assets under management. In addition to her work at Osaic Wealth, Jodi is also a partner at Knox Grove Financial, a firm offering insurance services, as well as an advisor for The Ameriflex Group.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/09/2023 - Present
Osaic Wealth, Inc. (PENNINGTON NJ)
NJ
11/04/2013 - 11/02/2018
SIGNATOR INVESTORS, INC. (PENNINGTON NJ)
NJ
06/10/2011 - 11/14/2013
DAVID LERNER ASSOCIATES, INC. (PRINCETON NJ)
BOTH
Issued 09/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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