Jodi A. Selleck
Professional summary
Jodi Anne Selleck, CFP®, who also goes by Jodi Anne Schneelicht, is a registered financial advisor currently at SELLECK FINANCIAL GROUP located in Irvine, California.
Jodi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jodi has worked at 4 firms and has passed the Series 66, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jodi Anne Selleck's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
August 9, 2017 - Present
SELLECK FINANCIAL GROUP
Office #1: 2082 Michelson Drive Suite 200, Irvine, CA 92612July 7, 2009 - November 5, 2012
CENTAURUS FINANCIAL, INC.
July 2, 2009 - November 5, 2012
CENTAURUS FINANCIAL, INC.
January 19, 2005 - July 1, 2009
DIRECT CAPITAL SECURITIES, INC.
May 20, 2003 - January 3, 2005
GRUBB & ELLIS SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/9/2017)
Exams
Current Firm
SELLECK FINANCIAL GROUP
CRD#: 289240 / SEC#:
Contact information
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