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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 Hall is a financial advisor who has been in the industry since 1999. Jodie is currently registered with Ameriprise Financial Services, LLC in Minnesota. Jodie has experience with a variety of clients, including individuals, high-net-worth individuals, corporations, and trusts. Jodie offers financial planning services, including asset allocation services, portfolio management, and pension consulting. Jodie has also worked for other firms in the past, including Lucia Securities, LLC, Northland Securities, Inc., Wells Fargo Investments, LLC, and RBC Dain Rauscher Inc.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MN
03/23/2017 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
04/13/2015 - 01/18/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
CA
09/14/2011 - 03/30/2015
LUCIA SECURITIES, LLC (SAN DIEGO CA)
MN
07/08/2008 - 09/12/2011
NORTHLAND SECURITIES, INC. (MINNEAPOLIS MN)
MN
03/07/2002 - 04/21/2008
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
NY
11/02/2001 - 02/21/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MN
09/04/2001 - 11/02/2001
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
11/21/2000 - 09/27/2001
MJK CLEARING, INC. (MINNEAPOLIS MN)
MN
09/09/1999 - 11/20/2000
STOCKWALK.COM, INC. (MINNEAPOLIS MN)
MN
04/06/1999 - 07/22/1999
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
IA
Issued 11/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/12/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2000
Series 4 - Registered Options Principal Examination
BC
Issued 05/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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