Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Severson is a financial advisor who has been in the industry since July 2020 and has a Series 63, Series 6TO, Series 26, and SIE license. Jodi is registered in Idaho, Illinois, Oregon, and Utah and currently works with PFS Investments Inc. PFS Investments Inc. manages over $8.46 billion in assets and works with individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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ID
07/27/2020 - Present
PFS Investments Inc. (MERIDIAN ID)
BC
Issued 08/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/26/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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