Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Nesper is a financial advisor with PFS Investments Inc., headquartered in Duluth, Georgia. Cody has been in the financial services industry since July 2022, with experience in various roles at companies such as Primerica Financial Services, CARVANA and Uber. Cody holds Series 63, Series 6TO, Series 26 and SIE licenses. Cody is registered with the state of Texas as well as Arizona, California, Colorado, Kansas, Michigan, New Mexico and New York. Cody offers investment advisory services for individuals, and specializes in retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
11/06/2024 - Present
PFS Investments Inc. (PHOENIX AZ)
BC
Issued 11/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/10/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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