Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Chi is a financial advisor registered with Nationwide Securities, LLC in Columbus, OH. Cody specializes in financial planning and portfolio management for both individuals and businesses. Cody has been in the financial services industry since November 15, 2021. Cody is licensed to offer securities in all 50 states and holds the Series 7, Series 63, and Series 66 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
11/16/2021 - Present
Nationwide Securities, LLC (COLUMBUS OH)
BC
Issued 12/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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