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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 Green Zellner is a financial advisor with LPL Financial LLC in Clearwater, Florida. Jody has been in the financial services industry since 2012. Jody specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and charitable organizations. Jody holds a Series 7, Series 66, and SIE license and is registered to provide investment advisory services in Arizona, Florida, Georgia, and New Jersey. Prior to joining LPL Financial LLC, Jody was an advisor with The Jeffrey Matthews Financial Group, L.L.C. and Waddell & Reed.
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
FL
09/16/2021 - Present
LPL Financial LLC (CLEARWATER FL)
FL
07/16/2015 - 09/06/2021
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. (St. Petersburg FL)
FL
05/08/2012 - 07/28/2015
WADDELL & REED (TAMPA FL)
BOTH
Issued 05/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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