Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Vleck is a financial advisor with Beta Wealth Group, Inc. Jodi has been in the financial industry since 1999 and has experience working with a variety of clients including high net worth individuals, individuals other than high net worth, charitable organizations, and pension and profit sharing plans. Jodi's focus is on providing financial planning, portfolio management, and selection of other advisors. Jodi is also a Certified Financial Planner.
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.
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.
Sub-management and consulting 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.
A percentage of the total value of assets under management is charged.
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CA
09/07/2012 - Present
Beta Wealth Group, Inc. (SAN DIEGO CA)
CA
12/17/2009 - 09/28/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
11/29/2006 - 12/18/2009
ESSEX NATIONAL SECURITIES, INC. (SAN DIEGO CA)
CA
05/07/2003 - 12/01/2006
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
05/09/2001 - 05/01/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
AZ
10/14/1999 - 04/30/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
08/25/1999 - 09/30/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 11/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/03/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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