Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodie? Claim Your ProfileJodie Anne Haughey is a financial professional with over 20 years of experience in the financial services industry. Jodie is currently registered with Cambridge Investment Research, Inc., where she provides financial guidance to clients. Prior to her current role, Jodie held positions at THE O.N. EQUITY SALES COMPANY and SUNSET FINANCIAL SERVICES, INC.. She holds the Series 6 and Series 63 securities licenses. Jodie is committed to helping clients achieve their financial goals.
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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MI
12/22/2016 - Present
Cambridge Investment Research, Inc. (THREE OAKS MI)
MI
08/19/2013 - 12/12/2014
THE O.N. EQUITY SALES COMPANY (THREE OAKS MI)
MI
09/19/2006 - 05/26/2011
SUNSET FINANCIAL SERVICES, INC. (THREE OAKS MI)
MO
07/29/1998 - 09/28/2004
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BC
Issued 09/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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