Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Dumas McGovern is a financial advisor with over 20 years of experience in the industry. Jody McGovern is currently registered with Wells Fargo Clearing Services, LLC and has a Series 7, Series 31, and Series 63 license. Jody McGovern is also a registered Investment Advisor. Jody McGovern has been active in the financial industry since March 16, 2000, and has held previous roles with CITIGROUP GLOBAL MARKETS INC. in Savannah, GA. Jody McGovern is registered in 29 states, including Georgia, Florida, Texas, New York, and California.
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.
Investment consulting services to institutional clients
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.
1
2
GA
09/22/2022 - Present
Wells Fargo Clearing Services, LLC (SAVANNAH GA)
GA
03/17/2000 - 06/29/2007
CITIGROUP GLOBAL MARKETS INC. (SAVANNAH GA)
IA
Issued 04/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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