Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Elizabeth Wyatt is a financial advisor in Austin, Texas. Jody has been working in the financial services industry since February 13, 2008. Currently, Jody Wyatt is registered with Lion Street Financial, LLC and is licensed in Virginia. Jody Wyatt has previously been employed by Raymond James Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated, B. C. Ziegler and Company, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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2
TX
05/06/2021 - Present
Lion Street Financial, LLC (AUSTIN TX)
VA
11/25/2019 - 12/31/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
VA
03/16/2018 - 11/15/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (RICHMOND VA)
VA
10/02/2014 - 03/16/2018
B. C. ZIEGLER AND COMPANY (GLEN ALLEN VA)
NC
10/25/2007 - 12/31/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (RALEIGH NC)
VA
12/14/2005 - 09/20/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTESVILLE VA)
BOTH
Issued 04/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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