Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Nunez is a financial advisor with Centaurus Financial, Inc., registered in 14 states including California, Colorado, Florida and Idaho. Jody has been in the financial services industry since May 17, 1994. Jody is also a president of American Capital Tactics, a non-investment related business. The advisor has been registered with various broker dealers over the years including AXA Advisors, LLC and Edward Jones. Jody is a registered representative of Centaurus Financial, Inc. and has the Series 6, 7, 63 and 66 securities licenses. Jody's main office is located in Coeur D' Alene, ID.
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.
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.
A percentage of the total value of assets under management is charged.
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2
ID
09/16/2024 - Present
Centaurus Financial, Inc. (Coeur D' Alene ID)
NY
06/01/2005 - 08/09/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/01/2002 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
MO
02/12/1998 - 11/07/2002
EDWARD JONES (ST. LOUIS MO)
NY
03/16/1994 - 12/10/1997
MONY SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 07/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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