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 Smith is a financial advisor with over 29 years of experience in the industry. Jody is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since May 2013. Prior to joining Wells Fargo, Jody worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for nearly 19 years. Jody specializes in providing financial planning and investment consulting services to both individuals and businesses. Jody holds Series 7, 63 and 66 securities licenses and is registered in 25 states.
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.
Investment consulting services to institutional clients
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.
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2
GA
05/03/2013 - Present
Wells Fargo Advisors Financial Network, LLC (ALPHARETTA GA)
GA
05/23/1994 - 05/07/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
BOTH
Issued 11/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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