Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Annette Russell is a financial advisor with over 20 years of experience in the industry. Jody has been registered with LPL Financial LLC since 2009 and has previously held positions with several other firms, including Wells Fargo Securities, LLC, UVEST Financial Services Group, Inc., Securities America, Inc., Citigroup Global Markets Inc., and Lincoln Financial Advisors Corporation. Jody holds several industry certifications, including the Series 7, 24, 26, 52TO, 6TO, 99TO, and Series 63. Jody is a licensed representative in Florida and South Carolina and specializes in a wide range of financial services, including investment planning, retirement planning, and wealth management.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
03/04/2024 - Present
LPL Financial LLC (FORT MILL SC)
NC
08/20/2018 - 11/07/2023
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
SC
06/30/2009 - 09/06/2018
LPL FINANCIAL LLC (FORT MILL SC)
NC
10/10/2007 - 04/25/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
02/22/2006 - 08/14/2007
SECURITIES AMERICA, INC. (CORNELIUS NC)
NC
08/11/2005 - 03/03/2006
CITIGROUP GLOBAL MARKETS INC. (CHARLOTTE NC)
MA
06/24/2004 - 11/15/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
05/01/2003 - 06/25/2004
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
IN
09/30/1998 - 04/15/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/30/1998 - 04/15/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 01/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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