Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodie? Claim Your ProfileJodie Kessler is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jodie has been in the financial services industry since 2006 and holds Series 7 and Series 63 securities licenses. Jodie is registered to offer securities in California. Jodie has previously worked at WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC.. Jodie is a dedicated professional with the experience and knowledge to help you achieve your financial goals.
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.
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CA
05/23/2019 - Present
Wells Fargo Advisors Financial Network, LLC (ORANGE CA)
CA
12/18/2009 - 05/23/2019
WELLS FARGO CLEARING SERVICES, LLC (ANAHEIM CA)
CA
06/01/2009 - 11/11/2009
MORGAN STANLEY SMITH BARNEY (BREA CA)
CA
06/27/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ORANGE CA)
BC
Issued 08/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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