Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Ann Werner is a financial advisor registered with the state of Pennsylvania. Jody Ann Werner is currently employed by Captrust. Jody Ann Werner has been working in the financial industry since 1998. Jody Ann Werner has held previous positions with PWA SECURITIES, INC. and BILL FEW SECURITIES, INC.. Jody Ann Werner is Series 66, Series 7 and SIE licensed. Jody Ann Werner has a state exam category in Uniform Combined State Law Examination, and product exam categories in Securities Industry Essentials Examination and General Securities Representative Examination. Jody Ann Werner has been registered with the state of Pennsylvania since January 19, 2021. Jody Ann Werner's firm, Captrust, is a registered investment adviser that offers financial planning, pension consulting, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
01/19/2021 - Present
Captrust (Greensburg PA)
PA
01/04/2008 - 01/29/2019
PWA SECURITIES, INC. (GREENSBURG PA)
PA
05/27/1998 - 02/27/2008
BILL FEW SECURITIES, INC. (GREENSBURG PA)
BOTH
Issued 07/14/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jody Werner is the right advisor for you? Invested Better is here to help.
