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 a financial advisor with over 20 years of experience in the industry. Jody is currently registered with Cetera Investment Advisers LLC and has a branch office located in Monroe, MI. Previous employers include LPL FINANCIAL LLC, J.P. MORGAN SECURITIES LLC, and PNC INVESTMENTS. Jody holds the Series 6, 7, 63, and 66 securities licenses. Jody is also registered as an investment advisor in Michigan and is currently active in both Broker-Dealer and Investment Advisor roles.
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.
1
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 02/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jody Myers is the right advisor for you? Invested Better is here to help.
