Jodi Herman (CRD# 5614952) is an Investment Advisor Representative working at Eagle Strategies LLC in Latham, NY and has over 10 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Saratoga Springs, NY | Jan 2020 - Current | 4 |
| Nylife Securities LLC | Latham, NY | Dec 2019 - Current | 4 |
| Wealth Strategies Group | Saratoga Springs, NY | Mar 2019 - Current | 5 |
| Raymond James Financial Services Advisors Inc. | Saratoga Springs, NY | Aug 2013 - Feb 2019 | 5 |
| Raymond James Financial Services, Inc. | Saratoga Springs, NY | Dec 2012 - Feb 2019 | 6 |
| David R. Wren | Saratoga Springs, NY | Nov 2008 - Feb 2019 | 10 |
| Rbh Corp | Saratoga Springs, NY | Nov 2008 - Feb 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- NJ
- NY
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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