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JODI F GREEN
JODI FOX
CRD#: 5342972
IA
B
STRATOS WEALTH PARTNERS, LTDCRD#: 153184 3165 E. Millrock Drive, Suite 100
Holladay, UT 84121
Holladay, UT 84121
LPL FINANCIAL LLCCRD#: 6413 3165 E. MILLROCK DR STE 100
HOLLADAY, UT 84121
HOLLADAY, UT 84121
0
Disclosures
17
Years of Experience
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State Registrations
IA
Texas 2/16/2022
IA
Utah 2/16/2022
B
Utah 2/15/2022
SRO Registrations
B
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IA
Registered with this firm since 2/16/2022
B
Registered with this firm since 2/15/2022
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 01/03/2011 - 02/24/2022 | SALT LAKE CITY, UT | |
B | 01/03/2011 - 02/24/2022 | SALT LAKE CITY, UT | |
IA | 07/20/2007 - 01/03/2011 | SALT LAKE CITY, UT | |
B | 06/27/2007 - 01/03/2011 | SALT LAKE CITY, UT |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.