Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Gunderson is a financial advisor currently registered with Great Point Advisors, LLC. Jody has been in the financial industry since 2011. Jody has held previous registrations with firms such as S2K FINANCIAL LLC, INTERNATIONAL ASSETS ADVISORY, LLC, and NORTHSTAR SECURITIES, LLC. Jody has a Series 66, Series 7 and SIE licenses and specializes in retirement planning, estate planning, and insurance.
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.
Helps you choose top advisors aligned with your financial 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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2
IL
09/12/2022 - Present
Great Point Advisors, LLC (CHICAGO IL)
FL
01/29/2021 - 05/03/2022
S2K FINANCIAL LLC (ORLANDO FL)
MN
08/31/2020 - 01/04/2021
INTERNATIONAL ASSETS ADVISORY, LLC (NORTHFIELD MN)
FL
06/25/2018 - 10/05/2020
S2K FINANCIAL LLC (ORLANDO FL)
CO
06/25/2018 - 08/29/2018
NORTHSTAR SECURITIES, LLC (GREENWOOD VILLAGE CO)
MN
07/12/2017 - 06/06/2018
CAPITAL FINANCIAL SERVICES, INC. (PERHAM MN)
UT
02/23/2017 - 04/29/2017
ORCHARD SECURITIES, LLC (PLEASANT GROVE UT)
MN
12/11/2015 - 04/14/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ROCHESTER MN)
MN
07/23/2013 - 05/14/2015
AMERIPRISE FINANCIAL SERVICES, INC. (WINDOM MN)
MN
12/08/2010 - 08/18/2011
VALIC FINANCIAL ADVISORS, INC. (EDINA MN)
MN
06/24/2010 - 12/09/2010
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
CA
09/01/2009 - 04/06/2010
GRUBB & ELLIS SECURITIES, INC. (SANTA ANA CA)
MN
10/11/2007 - 07/24/2009
INVESTMENT CENTERS OF AMERICA, INC. (NORTHFIELD MN)
BOTH
Issued 01/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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