Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Delvechio is a financial advisor with LPL Financial LLC. Jody has been working in the financial services industry since August 2002 and has a Series 7, Series 63, Series 66 licenses. Jody has a branch office in Hickory, North Carolina and is registered in Florida, Kentucky, North Carolina, South Carolina and Virginia. Jody is currently working as a registered representative of LPL Financial LLC. Prior to joining LPL Financial LLC, Jody worked at Edward Jones. Jody holds a SIE certification.
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
NC
06/25/2010 - Present
LPL Financial LLC (HICKORY NC)
NC
08/09/2002 - 06/29/2010
EDWARD JONES (HICKORY NC)
BOTH
Issued 07/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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