Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi May Vanderford is a financial professional with a background in the securities industry. Jodi has been working in the industry since 2022 and is currently registered with Raymond James & Associates, Inc. Jodi is Series 99TO and SIE licensed and holds a current registration with FINRA.
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.
Please see note in schedule d - miscellaneous
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
FL
01/14/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
BC
Issued 01/14/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2022
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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