Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Jeffcoat is a financial advisor with Truist Advisory Services, Inc. Cody has been in the financial services industry since 2003. Cody is registered with the state of North Carolina and Texas. Cody has experience in providing financial planning and portfolio management for businesses and individuals. Cody has a bachelor's degree in Economics from University of North Carolina at Chapel Hill. Cody is a Certified Financial Planner (CFP). Cody is also an owner/operator of a pottery production and sales business, Cody Jeffcoat Pottery. Cody is also a property owner. Cody is dedicated to providing personalized financial advice to 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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
NC
05/12/2017 - Present
Truist Advisory Services, Inc. (CARY NC)
NC
07/12/2010 - 12/11/2013
BB&T INVESTMENT SERVICES, INC. (HIGH POINT NC)
NC
08/16/2007 - 02/02/2009
LPL FINANCIAL CORPORATION (RALEIGH NC)
NC
09/09/2003 - 08/21/2007
EDWARD JONES (RALEIGH NC)
BOTH
Issued 12/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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