Unclaimed Profile

Jody Marie Sharer

NESTLERODE & LOY, INC.·STATE COLLEGE, Pennsylvania

SIE, Series 6, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 62, Series 63, Series 99TOClean recordNESTLERODE & LOY, INC.

110 REGENT COURT, SUITE 202, STATE COLLEGE, PA 16801CRD# 4494606Firm CRD# 2907

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jody Marie Sharer · STATE COLLEGE, PA

Registration

CRD #4494606 · NESTLERODE & LOY, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 62

Series 63

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NESTLERODE & LOY, INC.

CRD 2907 · SEC 801-112333

AUM

$185M

Regulatory assets under management

Employees

594 client accounts

Services offered by NESTLERODE & LOY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NESTLERODE & LOY, INC. →

Introduction

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Frequently Asked Questions

What services does Jody Marie Sharer offer?

Jody Marie Sharer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STATE COLLEGE, Pennsylvania for a consultation.

What are Jody Marie Sharer's credentials?

Jody Marie Sharer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jody Marie Sharer located?

Jody Marie Sharer is based in STATE COLLEGE, Pennsylvania, working with NESTLERODE & LOY, INC.. Their office serves clients in the STATE COLLEGE metropolitan area and surrounding communities.

How does Jody Marie Sharer charge for services?

Jody Marie Sharer's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NESTLERODE & LOY, INC.?

NESTLERODE & LOY, INC. has approximately 3 employees and manages $185M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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