Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Douglas O'Connor is a financial advisor who has been in the industry since 2020. Cody is currently registered with Fidelity Personal And Workplace Advisors. Prior to that, Cody was registered with Fidelity Brokerage Services LLC. Cody is registered in 52 states for securities and 3 states for investment advising.
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.
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.
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2
KY
10/02/2023 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
KY
10/02/2020 - 11/25/2020
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 09/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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