Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Makela is an Investment Advisor Representative with Arlington Financial Advisors, LLC. Cody has been in the financial industry since December 2010. Cody is registered with the state of California. Cody holds the Series 7, Series 9, Series 10 and SIE licenses. Cody is a CERTIFIED FINANCIAL PLANNER™. Cody has experience working with individuals and retirement plans. Cody is a dedicated financial professional who is committed to helping clients achieve their financial goals.
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.
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.
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CA
04/25/2017 - Present
Arlington Financial Advisors, LLC (SANTA BARBARA CA)
CA
06/20/2016 - 12/31/2019
PURSHE KAPLAN STERLING INVESTMENTS (Santa Barbara CA)
CA
02/23/2015 - 06/21/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SANTA BARBARA CA)
CA
12/21/2010 - 02/04/2015
CHARLES SCHWAB & CO., INC. (SANTA BARBARA CA)
BC
Issued 01/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/31/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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