Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Winkler Stolicker is a financial professional with over 13 years of experience in the industry. Jody is currently registered as a Registered Representative with SPC. Jody is also registered as an Investment Advisor Representative in multiple states including Michigan, Texas, Arizona, Florida, Pennsylvania, Wisconsin and Illinois. Previously, Jody was affiliated with Mutual Service Corporation. Jody holds the Series 63, Series 66, Series 7 and SIE licenses. Jody has a Certified Financial Planner designation. Jody is affiliated with SPC in their Ann Arbor office. SPC provides financial planning, portfolio management, educational seminars, and other services for individuals, businesses, and retirement plans.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
01/12/2021 - Present
SPC (ANN ARBOR MI)
MI
02/06/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (ANN ARBOR MI)
BC
Issued 09/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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