Unclaimed
Cody Bennett is an Investment Advisor Representative with Eagle Strategies LLC. Cody has been in the industry since 2016 and holds the Series 65 and Series 7TO securities licenses. Cody is registered with the state of Louisiana and is currently licensed to practice in Colorado, District of Columbia, Florida, and Louisiana. Cody specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Cody is also registered with the state of Louisiana as an Investment Advisor Representative.
MANDELVILLE, LA
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
LA
11/15/2021 - Present
Eagle Strategies LLC (MANDELVILLE LA)
IA
Issued 6/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/8/2021
Series 7TO - General Securities Representative Examination
BC
Issued 8/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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