Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodie? Claim Your ProfileJodie Young is a financial advisor with Wells Fargo Clearing Services, LLC. Jodie has been in the industry for 16 years, and has experience in a variety of firms including TD Ameritrade, Inc., E*TRADE Securities LLC, Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Fidelity Brokerage Services LLC. Jodie holds the Series 6, 7, 63, and 66 securities licenses as well as the SIE exam. Jodie is registered to provide investment advice in Alabama, Connecticut, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, 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.
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.
Investment consulting services to institutional clients
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
FL
06/24/2024 - Present
Wells Fargo Clearing Services, LLC (FORT LAUDERDALE FL)
FL
08/25/2023 - 06/21/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
FL
01/13/2023 - 08/16/2023
MORGAN STANLEY (Plantation FL)
FL
01/12/2017 - 08/16/2023
E*TRADE SECURITIES LLC (Plantation FL)
FL
03/11/2015 - 01/09/2017
TD AMERITRADE, INC. (FT. LAUDERDALE FL)
FL
10/20/2011 - 02/24/2015
FIDELITY BROKERAGE SERVICES LLC (FT. LAUDERDALE FL)
TX
01/02/2009 - 08/11/2011
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
01/01/2008 - 10/09/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
05/23/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BOTH
Issued 08/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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