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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 Reinoehl is a financial advisor at Morgan Stanley. Jody has been in the securities industry since December 2, 2002. Jody is licensed to provide securities and investment advisory services in several states, including Indiana and Texas. Jody has passed the Series 63, Series 66, Series 7, Series 24, and SIE exams. Jody also holds a real estate license and is a board member of the Altrusa International of Terre Haute. Prior to joining Morgan Stanley, Jody worked as an investment advisor for Investment Planners, Inc. and IPI Wealth Management. Jody has a history of working in the financial services industry for over 20 years.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IN
04/23/2020 - Present
Morgan Stanley (TERRE HAUTE IN)
IN
07/17/2003 - 07/16/2015
INVESTMENT PLANNERS, INC. (TERRA HAUTE IN)
MO
01/01/2001 - 08/15/2001
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2000
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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