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 Rhodes is a financial professional with over 40 years of experience in the industry. Jody has a long history with various firms including Ameritas Investment Corp., Walnut Street Securities, Inc., North American Management, Inc., SMA Equities, Inc., and Pruco Securities Corporation. Jody is currently registered with On Investment Management Co., a firm headquartered in Cincinnati, Ohio. Jody is a Series 6, 7, 22, and 63 licensed professional who provides investment advice and financial planning services for individuals, businesses, and retirement plans. Jody also holds the Chartered Financial Consultant (ChFC) designation.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
1
2
GA
08/21/2024 - Present
ON Investment Management Co. (MARIETTA GA)
GA
02/06/1998 - 06/23/2006
AMERITAS INVESTMENT CORP. (MARIETTA GA)
CA
06/01/1996 - 04/29/1998
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
SD
04/10/1991 - 06/01/1996
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
MA
10/18/1985 - 02/27/1991
SMA EQUITIES, INC. (WORCESTER MA)
NA
06/24/1983 - 09/12/1985
PRUCO SECURITIES CORPORATION
BC
Issued 08/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/28/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/13/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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