Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Carlson is a financial advisor with RWA Wealth Partners. Cody is registered to provide investment advice in California, Illinois, Massachusetts and Texas. Cody also holds Series 7 and Series 66 licenses. Cody has been in the financial services industry since 2017. Cody specializes in providing financial planning, portfolio management, and estate planning services to individual, corporate and institutional clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
Model provider fee
1
2
MA
03/30/2023 - Present
RWA Wealth Partners (NEWTON MA)
IL
07/28/2017 - 04/01/2022
FIDELITY BROKERAGE SERVICES LLC (OAK BROOK IL)
BOTH
Issued 09/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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