Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodie? Claim Your ProfileJodie Borlaug is an investment advisor representative with Osaic Wealth, Inc. Jodie has been in the securities industry since 2007, and has been registered with the firm since 2023. Jodie holds a variety of licenses, including Series 6, 7, 63 and 65. Jodie has been with Sagepoint Financial, Inc. from 2016 to 2023 and Next Financial Group, Inc. from 2013 to 2016. Jodie's areas of specialization include financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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
NY
09/01/2023 - Present
Osaic Wealth, Inc. (WILLIAMSVILLE NY)
NY
06/17/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ROCHESTER NY)
NY
10/02/2013 - 06/20/2016
NEXT FINANCIAL GROUP, INC. (ROCHESTER NY)
NY
03/05/2010 - 09/27/2013
BRIGHTON SECURITIES CORP. (BATAVIA NY)
NY
03/07/2007 - 03/10/2010
WADDELL & REED, INC. (ROCHESTER NY)
IA
Issued 10/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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