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Cody Drake Perez

PNC Investments

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About Cody Drake Perez

Cody Drake Perez is a financial advisor with PNC Investments. Cody is registered with FINRA and the SEC, and has experience providing investment advice to individuals, corporations and charitable organizations. Cody has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Cody's previous employment was with NYLIFE Securities LLC, which further enhanced his skills in providing investment advice.

Firm Information

Cody Perez is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cody Perez’s Registration & Firm History

TX

05/17/2023 - Present

PNC Investments (Brownsville, TX)

TX

02/13/2021 - 05/12/2022

NYLIFE SECURITIES LLC (LAGUNA VISTA TX)

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Licenses & Designations

IA

Issued 03/20/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/03/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/15/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/12/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cody Drake Perez.
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