Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Kiefer is a financial professional with over 20 years of experience in the industry. Jody has a strong background in financial planning and portfolio management, and is dedicated to helping clients achieve their financial goals. Jody is currently registered with LPL Financial LLC, where she provides a wide range of financial services, including investment management, financial planning, and retirement planning. Jody has previously held positions with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Jody holds the Series 7, 31, 63, and 66 securities licenses and the SIE exam.
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.
1
2
SC
08/15/2024 - Present
LPL Financial LLC (FORT MILL SC)
VT
06/01/2009 - 09/21/2009
MORGAN STANLEY SMITH BARNEY (BURLINGTON VT)
VT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BURLINGTON VT)
VT
04/23/2003 - 04/02/2007
MORGAN STANLEY DW INC. (BURLINGTON VT)
NY
06/25/1998 - 03/31/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2024
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 06/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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