Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Vue Yang is a financial advisor with over 17 years of experience in the industry. Jodi is currently registered with Purshe Kaplan Sterling Investments in Alpharetta, Georgia. Jodi has previously been registered with LPL FINANCIAL LLC, Securities America, Inc., Cambridge Investment Research, Inc., and Vanguard Marketing Corporation. Jodi holds the Series 6, Series 7, and Series 63 licenses as well as the SIE exam.
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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GA
08/16/2024 - Present
Purshe Kaplan Sterling Investments (Alpharetta GA)
GA
01/28/2011 - 08/16/2024
LPL FINANCIAL LLC (ROSWELL GA)
GA
03/31/2009 - 02/01/2011
SECURITIES AMERICA, INC. (LAWRENCEVILLE GA)
GA
04/21/2008 - 11/28/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (ATLANTA GA)
NC
09/01/2006 - 02/28/2008
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 09/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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