Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Jeremiah Roth is a financial advisor registered with Cetera Investment Advisers LLC and CWM, LLC DBA Carson Partners. Jody is a Certified Financial Planner™ professional with over 20 years of experience in the financial services industry. Jody provides a wide range of financial services to individuals, families, and businesses. These services include financial planning, retirement planning, investment management, and insurance. Jody is committed to providing personalized financial advice and helping clients achieve 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.
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2
CO
03/11/2024 - Present
Cetera Investment Advisers LLC (Fort Collins CO)
CO
11/14/2017 - 03/13/2024
TRIAD ADVISORS LLC (Fort Collins CO)
CO
05/13/2016 - 11/17/2017
SIGNATOR INVESTORS, INC. (FORT COLLINS CO)
CO
09/30/1999 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (FORT COLLINS CO)
BOTH
Issued 12/9/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 9/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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