Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Kim Hinsey is a financial advisor with LPL Financial LLC, a firm that has more than $50 billion in assets under management. Jody has been in the industry for over 23 years and has experience working with individuals, families, and businesses. Jody holds Series 6, 7, 26, 63, and 66 licenses, as well as the SIE exam. Jody is registered in 38 states, including Colorado, Texas, Arizona, California, and Florida.
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
CO
01/27/2020 - Present
LPL Financial LLC (GREENWOOD VILLAGE CO)
CO
02/07/2012 - 01/27/2020
FIRST ALLIED SECURITIES, INC. (Greenwood Village CO)
CO
05/03/2010 - 01/31/2012
NFP SECURITIES, INC. (ENGLEWOOD CO)
CO
04/03/2009 - 04/15/2010
PACIFIC SELECT DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)
CO
11/07/2007 - 07/03/2008
WORLD GROUP SECURITIES, INC. (GREENWOOD VILLAGE CO)
CO
08/07/2007 - 10/11/2007
THRIVENT INVESTMENT MANAGEMENT INC. (FORT COLLINS CO)
TN
01/05/2004 - 05/21/2007
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
PA
08/26/1999 - 12/31/2003
ING AMERICA EQUITIES, INC. (WEST CHESTER PA)
BOTH
Issued 09/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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