Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Michelle Harmon is a financial advisor with W&S Brokerage Services, Inc. Jody Harmon has over 11 years of experience in the financial industry. Jody Harmon specializes in providing portfolio management for individuals and selection of other advisors. Previously, Jody Harmon was registered with Touchstone Securities, Inc. Jody Harmon is licensed to provide financial advice in Kentucky and Ohio.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
04/11/2018 - Present
W&S Brokerage Services, Inc. (Cincinnati OH)
OH
11/25/2015 - 01/18/2018
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
OH
01/28/2015 - 10/19/2015
PROEQUITIES, INC. (CINCINNATI OH)
OH
09/07/2006 - 12/04/2014
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
BC
Issued 12/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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