Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Moody is a financial advisor with Ameriprise Financial Services, LLC. Cody has been in the financial services industry since October 2012. Cody has a Series 7, Series 66, and SIE license, and is a Certified Financial Planner. Cody is registered with the state of Texas, Kansas, Louisiana, and Oklahoma. Ameriprise Financial Services, LLC is a financial services firm headquartered in Minneapolis, Minnesota. The firm provides a variety of financial services, including financial planning, portfolio management, and investment advisory services. Cody Moody is a financial advisor with Ameriprise Financial Services, LLC and provides a variety of financial services to individuals, families, and businesses in the Wichita Falls, TX area. Cody Moody is an experienced financial advisor with a strong track record of success.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
1
2
TX
07/28/2023 - Present
Ameriprise Financial Services, LLC (Wichita Falls TX)
TX
10/18/2012 - 07/31/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Wichita Falls TX)
BOTH
Issued 11/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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