Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody McNerney is an investment advisor representative with LPL Financial LLC. Jody has been in the industry since 2003 and has been with LPL Financial LLC since July 2023. Prior to joining LPL Financial LLC, Jody was with BANCWEST INVESTMENT SERVICES, INC. and BBVA COMPASS INVESTMENT SOLUTIONS, INC. Jody has a Series 7 and Series 66 license. Jody's office is located in Evergreen, CO.
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
CO
07/19/2023 - Present
LPL Financial LLC (EVERGREEN CO)
CO
01/07/2015 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (CONIFER CO)
CO
04/22/2003 - 03/14/2012
BBVA COMPASS INVESTMENT SOLUTIONS, INC (LONE TREE CO)
WI
10/30/2000 - 03/19/2003
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 03/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jody McNerney is the right advisor for you? Invested Better is here to help.
