Unclaimed
Jody Mae Litman is a financial professional with over 20 years of experience in the industry. Jody is currently registered with Cetera Advisor Networks LLC in Greensburg, Pennsylvania. Jody has held previous positions with BILL FEW SECURITIES, INC. in Greensburg, Pennsylvania and Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated in Milwaukee, Wisconsin. Jody holds the Series 6 and Series 63 securities licenses as well as the SIE exam.
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.
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.
1
2
PA
03/06/2020 - Present
Cetera Advisor Networks LLC (GREENSBURG PA)
PA
10/12/2004 - 03/06/2020
BILL FEW SECURITIES, INC. (GREENSBURG PA)
WI
07/11/2001 - 10/19/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
02/01/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 07/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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