Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Lee Deel is a financial advisor with Avantax Advisory Services. Jody is a registered representative with FINRA and is licensed to sell securities in Virginia, Tennessee, and West Virginia. Jody specializes in providing financial planning, investment management, and portfolio management services to individuals, businesses, and retirement plans. Jody has been in the financial services industry since 2013. Jody also owns and operates Deel Financial, PLLC, a tax preparation and accounting firm.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
VA
02/05/2014 - Present
Avantax Advisory Services (Bluefiled VA)
IA
Issued 01/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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