Unclaimed
Jodi Michele Amos is an investment advisor representative registered with Commonwealth Financial Network. Jodi has been working in the financial services industry since 2013. Jodi has a broad range of experience serving individuals, families, businesses, and retirement plans. Jodi holds licenses to provide investment advice in both Florida and Pennsylvania and also works with clients on insurance needs. Jodi has a strong commitment to providing personalized financial advice and working with clients to develop strategies to achieve their financial goals.
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
PA
01/10/2022 - Present
Commonwealth Financial Network (Pittsburgh PA)
Active
Inactive
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