Broker Check
Jody Zimniewicz

Jody Zimniewicz

Education:
BS Education, graduated Cum Laude, Loyola University Chicago 1981
MA Military History, WWII Specialty, American Military University 2003

Securities licences:
Series 4- Options Principal
Series 7- General Securities Representative
Series 55- Equity Trader
Series 63- Uniform Securities Agent State Law
Series 65- Uniform Investment Advisor Law Exam
Commodities License
Insurance License: Life/ Health/Variable Life

Employment Information:
David A. Noyes & Company 9-1981 to 2-2013
Horwitz & Associates 2-2013 to present

Outside involvement:
Honor Flight Chicago- 1-2009 to present; Veteran Interviews Coordinator, Welcome Home Coordinator, HFC President

USO- 2006 to 2010

Prior- Downey VA Hospital, special education causes

Jody has been in the investment business for over thirty years, working with clients to help them address their financial needs, assisting and guiding them on the path to achieve their financial desires. Life changes present challenges, and she has worked to address those to the client's satisfaction.