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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 Brewington is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jodie has been in the financial services industry since 2013. She has licenses in both Texas and Virginia. Jodie has experience working at USAA Financial Advisors, Inc. and NYLIFE Securities LLC. Jodie is also licensed to provide investment advice. Jodie is located in Virginia Beach, VA and specializes in retirement planning, college savings, and estate planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
VA
01/03/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (VIRGINIA BEACH VA)
TX
11/07/2016 - 07/27/2018
NYLIFE SECURITIES LLC (EL PASO TX)
AZ
10/07/2013 - 03/23/2016
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
IA
Issued 02/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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