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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodie? Claim Your ProfileJodie Ann Cohen-potter is a financial advisor with LPL Financial LLC, a registered investment advisor firm with over $50 billion in assets under management. Jodie has been in the industry since November 1985 and has a wide range of experience in providing financial advice to individual investors, corporations, and other businesses. Jodie holds Series 7, 9, 10, 31, 63, and 65 licenses, and is registered to provide investment advice in 37 states, including Nevada and Texas.
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.
1
2
NV
07/16/2021 - Present
LPL Financial LLC (LAS VEGAS NV)
NV
06/01/2009 - 07/19/2021
MORGAN STANLEY (Las Vegas NV)
NV
03/04/1991 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAS VEGAS NV)
MO
09/04/1990 - 03/13/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
05/05/1987 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
11/19/1985 - 05/15/1987
BEAR, STEARNS & CO. INC.
IA
Issued 02/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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