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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Lynn Morgan is an investment advisor representative with Cetera Investment Advisers LLC. Jody has been in the industry since 2003 and has held registrations with several firms including VOYA FINANCIAL ADVISORS, INC. and DIRECTED SERVICES, INC.. Jody has a strong background in financial planning and portfolio management and is registered in 27 states. In addition to her advisory work, Jody is also the owner of One Sweet Cake, a custom cake and cupcake baking business. Jody's clients include individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
IOWA FALLS, IA
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.
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
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (IOWA FALLS IA)
IA
10/18/2006 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Norwalk IA)
IA
11/03/2003 - 10/04/2006
DIRECTED SERVICES, INC. (DES MOINES IA)
BOTH
Issued 7/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/23/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 7/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 1/8/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/4/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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