Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Allsman is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Cody has been working in the financial industry since 2022. Cody holds Series 7TO, Series 63 and SIE licenses. Cody is registered to provide investment advice in 53 states and the District of Columbia. Cody is also registered as an Investment Advisor Representative in Texas. Cody has experience working with individuals, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and state or municipal government entities. Cody's current employer is Wells Fargo Advisors Financial Network, LLC. Cody also previously worked for Wells Fargo Clearing Services, LLC.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
06/01/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
BC
Issued 07/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
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FINRA
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NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
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Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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New York Stock Exchange
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