Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody McDonald is a financial advisor with Transamerica Financial Advisors, Inc., a firm with over a billion dollars in assets under management. Jody is registered with the Financial Industry Regulatory Authority (FINRA) as a licensed broker and investment advisor. Jody has been in the financial services industry for over 14 years. Jody has held positions at a number of firms, including Allstate Financial Services, LLC, Allstate Distributors, L.L.C. and Pruco Securities, LLC. Jody has a broad range of experience in the financial services industry, with specializations in securities and insurance. Jody is committed to providing clients with personalized financial advice and guidance.
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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IA
02/23/2023 - Present
Transamerica Financial Advisors, Inc. (Cedar Rapids IA)
LA
02/01/2022 - 02/15/2023
ALLSTATE FINANCIAL SERVICES, LLC (METAIRIE LA)
IL
03/09/2018 - 10/18/2021
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
LA
05/13/2016 - 04/17/2018
ALLSTATE FINANCIAL SERVICES, LLC (METAIRIE LA)
LA
05/21/2012 - 04/25/2016
PRUCO SECURITIES, LLC. (METAIRIE LA)
LA
01/26/2009 - 04/27/2012
NYLIFE SECURITIES LLC (KENNER LA)
BC
Issued 09/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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