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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Scott Balmer is a financial advisor registered in Washington. Jody works as a Registered Representative for B. Riley Wealth Advisors, Inc.. Jody has been in the industry since November 21, 1992. Jody is also a registered Investment Advisor in Washington. Jody has a total of 15 registrations and is licensed to sell securities in Arizona, California, Florida, Georgia, Idaho, Illinois, Massachusetts, Minnesota, Nevada, New Jersey, New York, Oregon, Texas, Washington and Wisconsin.
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
WA
04/29/2005 - Present
B. Riley Wealth Advisors, Inc. (NEWCASTLE WA)
WA
08/14/1995 - 07/22/2022
NATIONAL SECURITIES CORPORATION (SEATTLE WA)
MO
04/07/1994 - 08/17/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
11/22/1992 - 04/07/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2005
Series 4 - Registered Options Principal Examination
BC
Issued 10/03/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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