Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Knutsen is an Investment Advisor Representative with First Command Advisory Services. Jody has been in the securities industry since December 27, 2015. Jody is currently registered with First Command Advisory Services in California and Texas. Jody is also registered with the state of California as an Investment Advisor Representative. Jody is a Series 66, Series 7 and SIE licensed advisor.
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.
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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CA
08/25/2020 - Present
First Command Advisory Services (Garden Grove CA)
BOTH
Issued 10/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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