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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Koletic is a financial advisor with Sequoia Financial Group, LLC in Boca Raton, FL. Cody has 7 years of experience in the financial services industry. Cody has a Series 7, Series 66, and SIE licenses. Cody also holds the Certified Financial Planner designation. Cody has experience providing financial planning, portfolio management for individuals and businesses, and pension consulting. Cody previously worked at Royal Alliance Associates, Inc. and VALIC Financial Advisors, Inc. Cody is registered with the state of Florida as an Investment Advisor Representative. Cody specializes in providing financial advice to high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and pooled investment vehicles. Cody has experience with a wide range of investment products and services, including stocks, bonds, mutual funds, and exchange-traded funds. Cody is committed to providing personalized financial advice that is tailored to meet the unique needs of each client.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
08/17/2022 - Present
Sequoia Financial Group, LLC (Boca Raton FL)
FL
07/28/2017 - 06/04/2019
ROYAL ALLIANCE ASSOCIATES, INC. (BOCA RATON FL)
FL
01/03/2015 - 08/03/2017
VALIC FINANCIAL ADVISORS, INC. (BOCA RATON FL)
BOTH
Issued 04/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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