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 Van hecke is an active investment advisor representative with Voya Financial Advisors, Inc. located in Bluffton, South Carolina. Jody Lynn has been in the industry since September 8, 2016. Jody Lynn has a Series 7 and Series 63 license and is registered to provide investment advisory services in South Carolina and North Carolina. Jody Lynn has previously been employed with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and is currently employed with Voya Financial Advisors, Inc. In addition to being a registered investment advisor representative, Jody Lynn also has a license to sell fixed insurance products and is a real estate agent.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
01/11/2021 - Present
Voya Financial Advisors, Inc. (Bluffton SC)
SC
11/25/2016 - 09/15/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLUFFTON SC)
BC
Issued 12/16/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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