Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Fitting is a financial advisor registered with Edward Jones. Cody has been working in the financial services industry since 2016 and has earned both Series 6 and Series 7 licenses as well as passing the Uniform Securities Agent State Law Examination and Uniform Combined State Law Examination. In addition to Edward Jones, Cody has previous experience with J.P. Morgan Securities LLC and Wells Fargo Clearing Services LLC. Cody specializes in providing financial advice to individuals, businesses, and pension and profit-sharing plans.
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.
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.
See schedule d - miscellaneous
1
2
CA
05/14/2024 - Present
Edward Jones (GRASS VALLEY CA)
CA
07/12/2017 - 01/03/2024
J.P. MORGAN SECURITIES LLC (GRASS VALLEY CA)
CA
06/06/2016 - 06/15/2017
WELLS FARGO CLEARING SERVICES, LLC (GRASS VALLEY CA)
BOTH
Issued 03/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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