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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 Shtabsky is a financial advisor with Osaic Wealth, Inc., and has been in the industry since 2006. Jodie is a Certified Financial Planner and holds the Series 6, 7, 24, 63, and 66 licenses. Jodie has experience in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Jodie also provides educational seminars. Jodie is licensed to provide investment advisory services in Arizona and California.
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
AZ
11/13/2018 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
06/27/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (SCOTTSDALE AZ)
AZ
08/12/1999 - 07/27/2010
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 10/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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