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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 Michelle Duvall is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. located in HONOLULU, HI. Jodie Michelle Duvall has been in the financial services industry since 2000. Previously, Jodie Michelle Duvall worked at BANCWEST INVESTMENT SERVICES, INC. and SAFECO INVESTMENT SERVICES, INC.. Jodie Michelle Duvall is a Certified Financial Planner. Jodie Michelle Duvall holds the following licenses: Series 6, Series 7, Series 63, Series 65 and SIE. Jodie Michelle Duvall specializes in working with high-net-worth individuals, corporations and individuals. Jodie Michelle Duvall provides financial planning, portfolio management, 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
HI
05/03/2017 - Present
Raymond James Financial Services Advisors, Inc. (HONOLULU HI)
HI
06/17/2010 - 05/02/2017
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
MA
06/06/2000 - 02/23/2004
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
WA
12/16/1998 - 05/24/2000
SAFECO SECURITIES, INC. (BELLEVUE WA)
BC
Issued 03/21/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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