Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodie? Claim Your ProfileJodie Mrotek is a registered investment advisor representative with Steward Partners Investment Advisory, LLC. Jodie has been in the industry for over 20 years and has worked for several firms. Jodie holds the Series 66 license and is registered in Wisconsin. Jodie specializes in providing financial planning, portfolio management for individuals, selection of other advisors and financial consulting. Jodie also has other business activities related to personal rental property ownership.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
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NY
02/07/2025 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
Active
Inactive
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