Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Diamore is an investment advisor representative at McAdam LLC, a firm based in Philadelphia, Pennsylvania. Cody has been in the financial industry since December 2014 and is registered in Pennsylvania and Texas. Cody has passed the Series 6, Series 63 and Series 65 exams. McAdam LLC focuses on providing financial planning and portfolio management for individuals and businesses. The firm manages over $1.73 billion in assets.
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.
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.
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2
PA
04/14/2021 - Present
McAdam LLC (PHILADELPHIA PA)
IA
Issued 02/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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