Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Ann Bidlack is a financial advisor with over 36 years of experience in the industry. Jody is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Jody has previously worked with Securities America, Inc., Stockcross Financial Services, Inc., Perelman-Carley & Associates Inc., Ameritrade, Inc. and First National Brokerage Services, Inc. Jody holds multiple licenses including Series 4, Series 7, Series 24, Series 52, Series 53, Series 55, Series 57, Series 63 and Series 66. Jody specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jody is dedicated to providing personalized financial advice to help clients reach their 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.
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.
1
2
AZ
03/18/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
06/09/2010 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
01/19/2010 - 06/01/2010
STOCKCROSS FINANCIAL SERVICES, INC. (OMAHA NE)
NE
05/13/1993 - 01/21/2010
PERELMAN-CARLEY & ASSOCIATES INC. (OMAHA NE)
NE
01/03/1992 - 04/23/1993
AMERITRADE, INC. (OMAHA NE)
NE
04/29/1987 - 01/01/1992
FIRST NATIONAL BROKERAGE SERVICES, INC. (BELLEVUE NE)
BOTH
Issued 02/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2010
Series 4 - Registered Options Principal Examination
BC
Issued 11/10/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/19/1990
Series 24 - General Securities Principal Examination
BC
Issued 03/18/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jody Bidlack is the right advisor for you? Invested Better is here to help.
