Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Stokes is a registered representative with LPL Financial LLC. Jodi Stokes is registered with the state of Missouri. Jodi Stokes has a combined 10 years of experience in the securities industry. Jodi Stokes has passed the Uniform Combined State Law Examination. Jodi Stokes's branch office is located in Springfield, MO. Jodi Stokes's current firm, LPL Financial LLC is headquartered in Fort Mill, South Carolina.
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.
Consulting and other non-discretionary advisory services
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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MO
11/13/2024 - Present
LPL Financial LLC (SPRINGFIELD MO)
Active
Inactive
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