Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Dylan Dyer is an investment advisor representative registered with Retirement Planners Of America. Cody has been in the industry since 2017 and has a Series 6, Series 63, and Series 65 license. Cody is currently registered in Texas. Previously, Cody was employed by NYLIFE Securities LLC. Cody provides financial planning and portfolio management services to individuals and high-net-worth individuals. Cody is also an insurance agent for Moraif Insurance Group.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
06/21/2021 - Present
Retirement Planners OF America (PLANO TX)
TX
07/24/2017 - 05/01/2019
NYLIFE SECURITIES LLC (FRISCO TX)
IA
Issued 06/21/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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