Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Marie Johnson is an investment advisor representative and a registered representative who has been working in the financial industry since 1987. Jody is currently registered with Ameriprise Financial Services, LLC. Jody has previously held positions at IDS Life Insurance Company, PRUCO Securities Corporation, and American Express Financial Advisors Inc. Jody has earned the Series 63, Series 65, Series 7, and Series 24 licenses and has been actively registered in both Massachusetts and Connecticut. Jody's experience and credentials demonstrate a commitment to providing clients with comprehensive financial advice.
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.
Asset allocation services
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
MA
06/28/2024 - Present
Ameriprise Financial Services, LLC (Natick MA)
MN
08/17/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
10/19/1998 - 06/20/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
11/21/1986 - 09/10/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 05/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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