Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Liljequist-greuel is a registered representative of Raymond James Financial Services Advisors, Inc. and has been in the securities industry since 1995. Jody has a wide range of experience and is registered in 32 states. Jody is also an Investment Advisor Representative and is registered with Raymond James Financial Services Advisors, Inc. in North Dakota. Jody's primary office is in Fargo, North Dakota.
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
ND
01/11/2010 - Present
Raymond James Financial Services Advisors, Inc. (Fargo ND)
BOTH
Issued 11/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/11/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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