Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Myers is an Investment Advisor Representative at Cetera Investment Advisers LLC, which has been a member of the Cetera Financial Group family of firms since 2013. Jody has been working in the financial services industry since 2009 and has served clients through various firms, including LPL Financial LLC, J.P. Morgan Securities LLC, PNC Investments, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jody's areas of expertise include financial planning, pension consulting, educational seminars, and portfolio management. Jody Myers is registered with the state of Michigan as an investment advisor representative and is also registered as a Broker/Dealer in several states.
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
MI
05/08/2019 - Present
Cetera Investment Advisers LLC (MONROE MI)
MI
01/07/2015 - 05/20/2019
LPL FINANCIAL LLC (MONROE MI)
MI
10/01/2012 - 01/08/2015
J.P. MORGAN SECURITIES LLC (LINCOLN PARK MI)
MI
09/05/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (RIVERVIEW MI)
MI
06/09/2011 - 09/05/2012
PNC INVESTMENTS (TAYLOR MI)
OH
12/11/2009 - 03/31/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOLEDO OH)
NA
04/13/1992 - 08/03/1992
PRUCO SECURITIES CORPORATION
NA
04/13/1992 - 08/03/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BOTH
Issued 2/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 4/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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