Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Mundy is a registered representative with Fidelity Brokerage Services LLC. Jodi has been in the securities industry since August 13, 2003. Prior to joining Fidelity Brokerage Services LLC, Jodi worked for SunTrust Investment Services, Inc., Raymond James Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jodi is registered to sell securities in 53 states and the District of Columbia.
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.
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.
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2
RI
03/06/2012 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
NC
02/12/2008 - 02/16/2012
SUNTRUST INVESTMENT SERVICES, INC. (GRAHAM NC)
NC
01/20/2004 - 06/06/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (BURLINGTON NC)
NY
03/03/2003 - 01/12/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
09/19/2001 - 01/07/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 09/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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