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 Mang is a registered investment advisor representative with Truist Advisory Services, Inc. with over 20 years of experience in the financial industry. Jody is a licensed broker-dealer in 53 states and the District of Columbia. Jody has a strong background in portfolio management and financial planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
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2
TN
12/21/2023 - Present
Truist Advisory Services, Inc. (BRENTWOOD TN)
TN
07/23/2013 - 11/07/2016
FIFTH THIRD SECURITIES, INC. (HERMITAGE TN)
TN
07/20/2012 - 07/15/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NASHVILLE TN)
TN
09/18/2008 - 06/08/2012
TRUSTCORE INVESTMENTS, INC. (BRENTWOOD TN)
TN
08/01/2000 - 05/06/2008
STEPHENS INC. (NASHVILLE TN)
NY
03/17/2000 - 08/10/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 12/20/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/25/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/21/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/30/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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