Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Daniel Anter is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., licensed to offer securities and advisory services in Rhode Island and Texas. Cody has been in the financial services industry since June 2024. Cody has passed the Uniform Combined State Law Examination (Series 66) and is a registered representative with a focus on providing portfolio management for businesses and individuals. Cody has experience in performance measurement reports, allocation modeling, IPS, and research reports and services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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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RI
10/14/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LINCOLN RI)
Active
Inactive
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