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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Gail Zirn is a financial advisor who has been in the industry since 2003. Jody Gail Zirn is currently registered with Kestra Private Wealth Services, LLC and is licensed to provide investment advice in multiple states, including Florida and California. Jody Gail Zirn is also registered as a Registered Representative in Florida. Before joining Kestra Private Wealth Services, LLC, Jody Gail Zirn worked at SunTrust Investment Services, Inc. and Merrill Lynch. Jody Gail Zirn holds Series 6, 7, 63, and 65 licenses and has a strong background in financial planning, portfolio management, and pension consulting.
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.
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2
FL
09/17/2015 - Present
Kestra Private Wealth Services, LLC (STUART FL)
FL
09/09/2013 - 01/06/2015
SUNTRUST INVESTMENT SERVICES, INC. (PALM BEACH FL)
FL
09/15/2009 - 02/27/2012
H. BECK, INC. (PALM BEACH GARDENS FL)
FL
09/17/2003 - 09/10/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH GARDENS FL)
NY
02/10/1999 - 08/31/2001
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
IA
Issued 09/09/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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