Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Lynn Frank is a financial advisor in Columbia, Missouri. Frank has been in the financial services industry since 2003 and is currently registered with Edward Jones. Previously, Frank worked at FISERV INVESTOR SERVICES, INC. in Houston, Texas. Frank is licensed in Florida, Indiana, Kansas, Missouri, Nebraska, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Washington. Frank holds a Series 63, SIE and Series 7 license. Frank specializes in providing financial advice to individuals, businesses, partnerships, investment clubs, limited liability companies, charitable organizations, and pension and profit sharing plans. Frank is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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.
See schedule d - miscellaneous
1
2
MO
02/20/2019 - Present
Edward Jones (COLUMBIA MO)
TX
09/03/2003 - 08/19/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
BC
Issued 09/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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