Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Lynn-rathe Roberts is a financial advisor with over 14 years of experience in the industry. Jody is currently registered with Raymond James Financial Services Advisors, Inc. and is based in Hermantown, MN. Jody has worked with a variety of clients, including individuals, families, businesses, and institutions. Jody specializes in providing financial planning, investment management, and retirement planning services. Jody is committed to helping clients achieve their financial goals. Previously, Jody was associated with Northwestern Mutual Investment Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
MN
07/15/2021 - Present
Raymond James Financial Services Advisors, Inc. (Hermantown MN)
MN
11/27/2018 - 06/10/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DULUTH MN)
MN
12/04/2007 - 10/30/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DULUTH MN)
BOTH
Issued 03/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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